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Financial Planning Administrator

  • Leeds, West Yorkshire
  • Permanent
  • Negotiable to £34,000 plus benefits and bonus

Job details.

Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits

We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.

Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical administrative support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity.

The Role

  • Build & maintain strong relationships with the Wealth Planners and their clients
  • Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
  • Assist Wealth Planners to maintain and manage their client banks
  • Assist with managing Wealth Planner diaries
  • Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation
  • Ensure that client files pre & post meeting contain all relevant information and paperwork
  • Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Wealth Planner and Client
  • Ensure all initial, on-going and client paid fees are checked and reconciled
  • Support the Wealth Planners to seek out and nurture opportunities for new business assisting with client research on behalf of Wealth Planner maximising output from the existing client bank, and on-boarding prospective new clients
  • Assist the Wealth Planner to explore opportunities for referrals & professional connection introductions
  • Keep abreast of Wealth Planner and Hub targets, adding value to their achievement
  • Maintain a basic level of industry knowledge through private reading/attending workshops etc. Skills & Experience

The successful candidate may demonstrate the following:

  • Essential:
  • Minimum 3 years administrative experience in an IFA / Wealth environment
  • Good knowledge of the use of various provider platforms
  • Responsibility, accountability and the ability to be pro-active and intuitive in role
  • Attention to detail and pride in work
  • Strong communicator, Written, Verbal, and listening


  • up to £34,000
  • Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection
  • Study support
  • Full time, hybrid, Leeds
  • This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
  • You will be joining a well known and highly respected organisation where you can start an exciting career.


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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