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Financial Adviser jobs in Ossett

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    • And they're replacing a paraplanner who has become a financial planner.
    • Starting salary is to £35,000 plus you qualify for the company's bonus scheme.
    • Administration/client servicing leadership experience in an independent financial planning firm.
    • Looking for an experienced and motivated Team Leader to lead…
    • Guaranteed minimum pension (GMP) equalisation.
    • Asset and liability modelling and journey planning strategy.
    • Strong written and verbal communication skills to…
    • Translate complex financial information and deliver it in a clear and concise way to non- financial colleagues.
    • Strong knowledge of financial products.
    • Working within a busy team environment that specialises in providing client centric advice on a range of pensions,…
    • Reporting to the Director of FP&A, you'll work closely with the CFO, CEO and wider leadership team, providing commercial challenge, financial insight and…
    • As an IFA Administrator, you will provide essential support to the advisers and play a key part in ensuring a smooth client experience.
    • Work closely with advisers, paraplanners and management to support operational efficiency.
    • Previous experience within an IFA / financial planning environment.
    • Processing letters of authority to financial providers.
    • You would be responsible for supporting the Financial Advisers of the company in day-to-day…
    • Supporting Advisers and Paraplanners with financial planning research.
    • Whether you are currently working as an IFA Administrator, have gained experience…
    • Prepare client review files to support adviser meetings.
    • Provide a professional and dedicated support service to both advisers and clients.
    • Designing and delivering holistic financial plans.
    • Believe in holistic financial planning rather than product-led advice..
    • 28 days holiday plus bank holidays.
  • View similar jobs with this employer
    • Previous experience in a financial planning or wealth management admin role.
    • Provide day-to-day admin support to Financial Advisers and Paraplanners.
    • CF1 & CF6:* Full financial support provided to gain the CF1 & CF6 qualifications, including full provision for study materials and your exam entry costs paid…
    • Sending letters of authority to financial providers.
    • Supporting advisers and the wider team with administrative duties.
    • Salary: £28,000 Per Annum*.

Job Post Details

Financial Planning Administrator - job post

Exchange Street Claims & Financial Services
WetherbyHybrid work
£35,000 a year - Permanent
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Job details

Pay

  • £35,000 a year

Job type

  • Permanent

Location

WetherbyHybrid work

Benefits

Pulled from the full job description

  • Free parking
  • Company pension

Full job description

Posted: 18/05/26 Recruiter: Exchange Street Claims & Financial Services Reference: 3110806716 Type: Permanent Salary: £35,000 Annual Location: Wetherby, Yorkshire and the Humber Description: Some firms don't even know what a career journey is, never mind put one in place.So you get stuck, in a rut, doing the same old, same old. Year after year.Not here.Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner.What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too.Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year.Alongside that you get:
  • 8% employer pension contribution
  • PMI
  • DIS x 4
  • 25 days holiday
  • Once you've settled in there's hybrid working (3 days in the office)
  • Free parking and beautiful offices
As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE'S WHAT YOU'LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.
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