Financial Planning Administrator – Financial Services
Location: Leeds (Hybrid Working Available)
Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits
Job Type: Full-time, Permanent
A highly respected and growing, National wealth and investment management firm in Leeds is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.
About the Role:
As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.
Key Responsibilities:
- Provide administrative support to Financial Planners
- Maintain accurate client records and update internal systems
- Liaise with clients and third-party providers to gather and process information
- Prepare valuations, meeting packs, and documentation
- Assist with new business onboarding, including AML and account setup
- Promote and support use of digital tools with clients
- Identify and report any risks or breaches in line with company policy
About You:
- 2+ years’ experience in a financial services administrative role
- Excellent organisational and communication skills
- Client-focused and detail-oriented
- Comfortable managing multiple tasks and meeting deadlines
- Proficient in Microsoft Office and back-office systems
- Degree educated preferred, but not essential
- Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning
Benefits Include:
- Private Medical Insurance
- Group Life Assurance (4x salary)
- Group Income Protection
- Pension scheme with employer contributions
- Generous holiday allowance with option to purchase additional days
- Fully funded professional development, including exams, memberships, and study materials
- Cycle to Work Scheme & Season Ticket Loan
- Health Cash Plan, Gym Discounts, Will Writing, and more
- Annual discretionary bonus
This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch
Sector:
- Financial Services
- Financial Planning
