The Company: Highly regarded, client-centric IFA business based in North Leeds looking to add a Financial Planning Assistant who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role/remit, as part of upcoming expansion plans to flesh out their adviser support team. Office Location: Harewood, North Leeds Hybrid/Home Working: Yes - Flexible for the right person Package: £28-30k DOE discretionary bonus and full company benefits Benefits: 5% pension, 4xDIS, full study support to Diploma plus a wider flexible benefits package Holidays: 25-days stats Bonus: Yes - Discretionary based on company performance The Role: Broad wealth administration support role as part of a team of 5 geared around supporting multiple high performing financial advisers from a technical administration perspective: 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 required Maintaining client records on Adviser Office/Iress system Database management Assistance with client business development and marketing materials Research and basic suitability report compilation The Person: The successful candidate must come from a wealth management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused environment. Administrators who are looking to step into paraplanning are also encouraged to apply; with full training given. Do you hold: Experience of adviser support? CII Industry qualifications ideally progressing through your R0 exams towards Diploma? Adviser Office/Iress system experience (or equivalent)