Experienced Financial Planning Assistant

1 month ago


Upper Poppleton North Yorkshire, United Kingdom CB3 Associates Ltd Full time €27,000 - €30,000

Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team:
Working: Yes – 4-days office, 1-day WFH

Package: £27-30k base DOE + annual bonus & full company benefits

Holidays: 25 days holiday + stats
Working Hours: Full-time – 37.The Role: A hybrid role working across wealth administration support and basic research/suitability report writing that is geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective.

Database management with client business development and marketing materials
Paraplanning and suitability report compilation – ISA transfers, lump sum investments etc

The Person: Will ideally come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the transaction of private wealth focused financial advice:

~Exposure to private wealth investments, pensions and protection casework



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