Financial Planning Coordinator

3 weeks ago


York, York City, United Kingdom CB3 Associates Ltd Full time
Financial Planning Administrator Opportunity

CB3 Associates Ltd is seeking an experienced Financial Planning Administrator to join their team in Central York. This hybrid role will involve supporting multiple high-performing financial advisers in HNW circles from a technical admin support perspective.

Key Responsibilities:
  • Process new business and prepare client review packs for meetings
  • Obtain quotations and valuations, and manage relationships with product providers
  • Manage client relationships and provide technical support as required
  • Database management and assistance with client business development and marketing materials
  • Product research and paraplanning, including suitability report compilation
Requirements:
  • 2+ years of experience in an Admin/Adviser Support role
  • Exposure to private wealth investments, pensions, and protection casework

For further information and to apply, please send your CV to Chris at CB3 Associates Ltd. For more opportunities, visit www.cb3associates.co.uk.



  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job SummaryWe are seeking a highly skilled Transportation Planning Executive to join our team at the Association of Metropolitan Planning Organizations. The successful candidate will be responsible for coordinating activities with other commission divisions, including the municipal planning division, to review land development and subdivision plans relative...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Summary:The Association of Metropolitan Planning Organizations is seeking a highly skilled and experienced professional to fill the role of Community Management Executive. This position will be responsible for coordinating activities with other commission divisions, including the municipal planning division, to review land development and subdivision...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Summary:The Association of Metropolitan Planning Organizations is seeking a highly skilled and experienced professional to fill the role of Community Management Executive. This position will be responsible for coordinating activities with other commission divisions, including the municipal planning division, to review land development and subdivision...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management ExecutiveAt the Association of Metropolitan Planning Organizations, we are seeking a highly skilled and experienced Community Management Executive to join our team. As a key member of our organization, you will play a critical role in shaping the future of transportation planning and community development.Job Summary:The...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management ExecutiveAt the Association of Metropolitan Planning Organizations, we are seeking a highly skilled and experienced Community Management Executive to join our team. As a key member of our organization, you will play a critical role in shaping the future of transportation planning and community development.Job Summary:The...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management Executive**Job Summary:**We are seeking a highly skilled Community Management Executive to join our team at the Association of Metropolitan Planning Organizations. As a key member of our organization, you will be responsible for coordinating activities with other commission divisions, developing and executing tasks contracted...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management Executive**Job Summary:**We are seeking a highly skilled Community Management Executive to join our team at the Association of Metropolitan Planning Organizations. As a key member of our organization, you will be responsible for coordinating activities with other commission divisions, developing and executing tasks contracted...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management ExecutiveAre you a transportation planning expert looking for a challenging role in a dynamic organization? Do you have experience in community development and metropolitan planning? We are seeking a highly skilled Community Management Executive to join our team at the Association of Metropolitan Planning Organizations.Job...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management ExecutiveAre you a transportation planning expert looking for a challenging role in a dynamic organization? Do you have experience in community development and metropolitan planning? We are seeking a highly skilled Community Management Executive to join our team at the Association of Metropolitan Planning Organizations.Job...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management ExecutiveAt the Association of Metropolitan Planning Organizations, we are seeking a highly skilled and experienced Community Management Executive to join our team.Job Summary:The Community Management Executive will be responsible for coordinating activities with other commission divisions, including the municipal planning...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management ExecutiveAt the Association of Metropolitan Planning Organizations, we are seeking a highly skilled and experienced Community Management Executive to join our team.Job Summary:The Community Management Executive will be responsible for coordinating activities with other commission divisions, including the municipal planning...


  • York, York City, United Kingdom Association of Metropolitan Planning Organizations Full time

    Job Title: Community Management ExecutiveAre you a seasoned professional with a passion for transportation planning and community development? Do you have a strong background in policy analysis and project management? We are seeking a highly skilled and experienced Community Management Executive to join our team at the Association of Metropolitan Planning...


  • York, York City, United Kingdom Iff Talent Full time

    Financial Planning and Analysis ManagerAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for building and implementing financial planning and analysis processes from scratch?This is an exceptional opportunity to join a dynamic and growing SME company, Iff Talent, as a Financial Planning and...


  • York, York City, United Kingdom IDEX Consulting Ltd Full time

    About the Role:We are seeking a skilled Financial Planning Associate to join our team at IDEX Consulting Ltd. As a Financial Planning Associate, you will work alongside our experienced Financial Planners to prepare and maintain client files, develop and implement recommendations, and conduct ongoing reviews of client affairs.Key Responsibilities:Prepare and...


  • York, York City, United Kingdom Equals One Ltd Full time

    Job DescriptionAs a key member of the Equals One Ltd team, we are seeking a highly skilled Financial Planning and Analysis Manager to join our organization.The ideal candidate will have a strong background in financial planning and analysis, with experience in creating and implementing financial models, forecasts, and budgets.Responsibilities will...


  • York, York City, United Kingdom IDEX Consulting Ltd Full time

    Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at IDEX Consulting Ltd.The successful candidate will work alongside our Financial Planners, taking full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans, and ongoing...


  • York, York City, United Kingdom Equals One Ltd Full time

    Financial Planning & Analysis ManagerYorkSalary: £60k-75k + Bonus + HealthJoin a high-growth business and take on the challenge of creating a new FP&A function from scratch. As a Financial Planning & Analysis Manager, you will have the opportunity to bring your expertise and ideas to the table and shape the future of the company's financial planning and...


  • York, York City, United Kingdom Equals One Ltd Full time

    Financial Planning & Analysis ManagerYorkSalary: £60k-75k + Bonus + HealthJoin a high-growth business and take on the challenge of creating a new FP&A function from scratch. As a Financial Planning & Analysis Manager, you will have the opportunity to bring your expertise and ideas to the table and shape the future of the company's financial planning and...


  • York, York City, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to helping you develop a successful career in financial planning. As an Apprentice Financial Planning Administrator, you'll have the opportunity to work with a dynamic team and gain valuable experience in client care, retention, and file quality.Our Rewards ProgramWe...


  • York, York City, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAre you looking for a career that offers a strong foundation in financial planning and the opportunity to develop your skills in a supportive environment?As an Apprentice Financial Planning Administrator with Exchange Street Claims Ltd, you will have the chance to work with a dynamic team and gain hands-on...