Wealth Planning Support Specialist - Hybrid
Remote / Online - Candidates ideally in
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-07-22
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listing for:
CB3 Associates Ltd
Full Time, Remote/Work from Home
position Listed on 2026-07-22
Job specializations:
-
Administrative/Clerical
Business Administration, Office Administrator/ Coordinator -
Finance & Banking
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
CB3 Associates Ltd, a nationally recognised wealth management firm based in West Leeds, is seeking a Financial Planning Administrator to join their Adviser Support team. This highly responsible role supports multiple IFAs with technical administration and query management, helping to ensure smooth client service.
The position combines 4-days in the office and 1-day work-from-home, with a salary of £29–£30k depending on experience and a discretionary bonus.
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