https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--64bb9bff-8d05-4738-a2eb-efdbac8b1c49 RSS feed for Financial Planning Administrator at CB3 Associates Ltd. en-gb Wed, 02 Sep 2026 00:01:22 GMT https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--64bb9bff-8d05-4738-a2eb-efdbac8b1c49 https://jobs.co.uk/job/financial-planning-administrator-cb3-associates-ltd--64bb9bff-8d05-4738-a2eb-efdbac8b1c49 Tue, 01 Sep 2026 11:53:27 GMT Location: Leeds | Salary: 32000.00-32000.00 Annual | Type: Permanent | The Company: Regionally sized IFA firm based in North Leeds who are looking to recruit an Financial Planning Administrator in support of a very high-performing Financial Planner on a dedicated, 1 to 1 consultative support type basis. This a superb opportunity for someone with administrative experience looking for a structured development path into more technical work across the next 6-12 months. Office Location: Moortown, North Leeds Working Setup: Office based Hours: Full-time - Mon/Fri Package: £32-35k base DOE + bonus and full company benefits Benefits: Pension, 4xDIS + full study support (CII) Holidays: 23-days holiday + stats Bonus: Discretionary - Paid annually The Role: A technical support focused remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include: New business processing Preparing client review pack for client meetings Obtaining quotations/valuations Dealing with product providers and managing relationships accordingly Managing client relationships and being the first point of contact for technical queries as requ... Permanent