Administrator - Independent Financial Adviser (Ifa)

4 weeks ago


Harrogate North Yorkshire, United Kingdom CB3 Associates Ltd Full time

Highly ambitious, expanding IFA firm based in Harrogate looking to recruit an experienced IFA Administrator into their back-office team. Working: Yes – 3-days office, 2 days WFH

Package: £28-30k base DOE + 10% bonus and full company benefits

~25 days holiday plus stats, pension, 4xDIS on top of a full company benefits package
~ Bonus: The Role: The full administrative and technical support of multiple high performing financial advisers working within private wealth advice circles. product research across investments, pensions, protection and IHT work
The Person: Must come from an IFA/wealth management background and have experience of supporting IFA’s/financial advisers in a private wealth focused environment.

~Business processing experience for investment and pensions cases
~ And for further opportunities we are working on within the financial services sector please visit the website:



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