Financial Planning Administrator - #1753700

Financial Planning Administrator – Financial Services

Location: Leeds (Hybrid Working Available)

Salary: Competitive, dependent on experience

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 to find out more.