Financial Planning Administrator

Posted 25 Aug 2026(6 days ago)

The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice. Office Location: Central Leeds Working Setup: Office-b…

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Financial Planning Administrator

CB3 Associates Ltd
£37,993
Leeds
full-time
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