Financial Planning Administrator

4 days ago


York, York City, United Kingdom CB3 Associates Ltd Full time
Job Title: Financial Planning Administrator

CB3 Associates Ltd is seeking an experienced Financial Planning Administrator to join their team. As a key member of the adviser support team, you will be responsible for providing technical admin support to multiple high-performing financial advisers working in HNW circles.

Key Responsibilities:
  • New business processing and preparation of client review packs for client meetings
  • Obtaining quotations/valuations and dealing with product providers
  • Managing client relationships and being the first point of contact for technical queries
  • Database management and assistance with client business development and marketing materials
  • Product research and paraplanning and suitability report compilation
Requirements:
  • Experience in financial planning and administration
  • Basic suitability report writing experience
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment
What We Offer:
  • Competitive salary and annual bonus
  • Full company benefits
  • Opportunity to work with a well-respected and client-centric focused IFA firm


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