https://jobs.co.uk/job/financial-planning-administratortrainee-paraplanner-cb3-associates-ltd--3fb7c4f1-5ef9-486e-abf7-b7a09852be86 RSS feed for Financial Planning Administrator/Trainee Paraplanner at CB3 Associates Ltd. en-gb Sat, 18 Jul 2026 14:50:11 GMT https://jobs.co.uk/job/financial-planning-administratortrainee-paraplanner-cb3-associates-ltd--3fb7c4f1-5ef9-486e-abf7-b7a09852be86 https://jobs.co.uk/job/financial-planning-administratortrainee-paraplanner-cb3-associates-ltd--3fb7c4f1-5ef9-486e-abf7-b7a09852be86 Sat, 18 Jul 2026 11:51:31 GMT Location: Wakefield | Salary: 28000.00-28000.00 Annual | Type: Permanent | The Company: A well-established and growing financial planning business looking to appoint an experienced Financial Planning Administrator to support their team of Financial Advisers in a 100% remote working capacity. This is an excellent opportunity suited to someone already working within an IFA, Wealth Management or Financial Services environment who is looking to further develop their career, with a clear progression pathway into a Trainee Paraplanner role within 6-12 months.Working Setup: 100% remote/WFHPackage: £28-30k base + full company benefits:Benefits: 4% pension, PMI and full study support (CII)Holidays: 25-days + statsStandard hours: Full-time - 37.5hrsThe Role: A varied Financial Planning Administration role providing day-to-day support to Financial Advisers, ensuring an efficient and professional client experience throughout the advice process. Working closely with senior leadership and the wider administration team, key accountabilities include:Provide comprehensive administrative support to Financial AdvisersPrepare and process new business applications across pensions, investments and protectionProduce valuations, client correspondence and supporting documentation... Permanent