The Company: A hugely ambitious IFA firm based in Central Harrogate are looking to add an experienced, private wealth focused Financial Services Administrator to their back-office support team as part of their expansion across 2026. Their proposition is fee-based, with advice specialisms in retirement planning, tax planning, investments, and pensions. Ultimately offering bespoke financial advice to both individuals and businesses; and indeed trusts.

• Office Location: Central Harrogate
• Hybrid/Home Working: 100% office-based

Package: £32-33k base + discretionary bonus & full company benefits

• Key Benefits: 8%Pension, 4xDIS & Private Medical Cover
• Holidays: 25-days + stats
• Working Hours: 8.30am-5pm Mon-Thurs, 8.30am-1pm Friday

The Role: A broad wealth administration support role geared around supporting high performing financial advisers, working in HNW client circles. Sitting within a team of 3 your responsibilities include:

• Process all new/existing business
• Co-ordinate client review meetings including arranging meetings with the Financial Adviser, preparation of the client’s valuation (Intelliflo) and review meeting pack.
• Complete the details from Fact finds on the IO system and filing on Papercloud
• Issue recommendation reports to clients and prepare illustrations and any paperwork required.
• Obtain LOA’s
• Fund switches.
• Ensure that client files are fully FCA compliant.

The Person: The ideal candidate will come from an IFA or broader wealth management environment and will already have experience supporting financial advisers in a private-client, high-net-worth setting. The role requires someone who can demonstrate:

• At least two years’ experience in a similar financial planning or wealth management environment, ideally within an independent financial advisory firm.
• Hands-on involvement in processing both new and existing business across investments, pensions, and protection/life products, with a solid understanding of the associated workflows and requirements.

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.