Graduate role: Financial Planning Administrator

The Company: Regional IFA firm based in Moortown, North Leeds who are looking to recruit a Graduate into an IFA Administrator in support of a high-performing Financial Planner on a dedicated, consultative support type basis; ideally progressing into paraplanning work short-term.

• Office Location: Moortown, North Leeds
• Hybrid Working: Yes - 3-days office/2-days WFH

Package: £22-23k base DOE + bonus and full company benefits inclusive of study support to QCF Level 4 Diploma (CII)

• Benefits: Pension, 4xDIS, full study support
• Holidays: 23-days holiday + stats
• Bonus: Discretionary - Paid annually

The Role: A technical support focused adviser support remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include:

• New business processing
• Preparing client review pack for client meetings
• Obtaining quotations/valuations
• Dealing with product providers and managing relationships accordingly
• Managing client relationships and being the first point of contact for technical queries as required
• Database management
• Assistance with client business development and marketing materials
• Basic paraplanning and suitability report compilation - ISA transfers, lump sum investments etc

The Person: Will suit a recent graduate looking for their first opportunity in industry. Someone ideally focused on studying towards their Diploma and taking on adviser support responsibilities as a foundation to progress into more technical work.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:

Website: www.cb3associates.co.uk