Remote Financial Planning Admin - Path to Paraplanner
Remote / Online - Candidates ideally in
Wakefield, West Yorkshire, WF1, England, UK
Listed on 2026-07-21
Wakefield, West Yorkshire, WF1, England, UK
Listing for:
CB3 Associates Ltd
Remote/Work from Home
position Listed on 2026-07-21
Job specializations:
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
CB3 Associates Ltd is a well-established financial planning business seeking an experienced Financial Planning Administrator to support their advisers in a 100% remote working capacity. The role offers a clear progression pathway into a Trainee Paraplanner within 6-12 months.
You will provide day-to-day admin across pensions, investments and protection, maintain client records, liaise with clients and providers, and ensure accurate, compliant service delivery.
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