https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--211ecd09-bde9-4809-86a1-a600873b0a2c RSS feed for Financial Planning Administrator at CB3 Associates Ltd. en-gb Sat, 18 Jul 2026 14:58:48 GMT https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--211ecd09-bde9-4809-86a1-a600873b0a2c https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--211ecd09-bde9-4809-86a1-a600873b0a2c Sat, 18 Jul 2026 11:51:52 GMT Location: Leeds | Salary: 29000.00-29000.00 Annual | Type: Permanent | The Company: A nationally recognised wealth management firm who are West Leeds based and are looking to add a Financial Planning Administrator to their highly experience Adviser Support setup. It''s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be pushed and supported to build a long-standing career within the business. Office Location: West Leeds Hybrid/Home Working: Yes - 4-days office, 1-day WFHPackage: £29-30k DOE + discretionary bonus Key Benefits: Pension, 4xDIS + Medical Cashback PlanHolidays: 26-days holiday + stats The Role: A highly responsible role supporting multiple IFAs from a technical administration and query management perspective. Duties include: New business processingPreparing client review pack for client meetingsObtaining quotations/valuationsDealing with product providers and managing relationships accordinglyAssistance with client business development and relationship managementThe Person: This role will suit someone who genuinely enjoys Adviser Support and liaising with clients on a day-to-day basis as part of the firm''s administrative structure. It''s an excellent opportun... Permanent