https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--22a70e31-df45-45e1-8839-3b3a3e7ebfeb RSS feed for Financial Planning Administrator at CB3 Associates Ltd. en-gb Fri, 24 Jul 2026 21:00:02 GMT https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--22a70e31-df45-45e1-8839-3b3a3e7ebfeb https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--22a70e31-df45-45e1-8839-3b3a3e7ebfeb Fri, 24 Jul 2026 11:51:51 GMT Location: York | Salary: 32000.00-32000.00 Annual | Type: Permanent | The Company: A small, family-feel, York-based Chartered IFA business are looking to recruit an industry experienced Financial Planning Administrator who has ideally come from a small IFA business type background; where 1 to 1 support has always been prevalent. This role/remit offers and extremely flexible working setup that will suit a career Administrator who wants that relaxed, team focused working environment that sits far away from the corporate world. Head Office Location: YorkWorking Setup: Hybrid but flexible - Generally 2-days office and 3-days WFHPackage: £32-35k base DOE + bonus and company benefitsBonus: Discretionary - Paid annuallyHolidays: 25-days + statsThe Role: You will have day to day responsibility for client administration and will be expected to provide support for key areas of the financial planning process which include:On boarding new clients to the business, ensuring the new client file is fully compliantAdding new client information to back-office systemChecking that all compliance paperwork and anti-money laundering procedures have been satisfied and recordedAdding plan/investment information Preparation/Implementation of advice which includes:Prepare cos... Permanent