Financial Planning Assistant

1 week ago


Upper Poppleton, York City, United Kingdom CB3 Associates Ltd Full time

The Company: 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:

  • Location: Central York
  • 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 – 37.5hrs p/w

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.

  • New business processing
  • Preparing client review pack for client meetings
  • Obtaining quotations/valuations
  • Liaise with product providers and managing relationships accordingly
  • Manage client relationships and being the first point of contact for technical queries as required
  • Database management with client business development and marketing materials
  • Product research
  • 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:

  • 2 years + experience in an Admin/Adviser Support role
  • Exposure to private wealth investments, pensions and protection casework

What next? Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris |


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