Financial Planning Administrator

Financial Planning Administrator - Financial ServicesLocation: Leeds (Hybrid Working Available)Salary: Competitive, dependent on experienceJob 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

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.