Job Description
Financial Planning Administrator
Location: Leeds (Hybrid)Salary: Up to £32,000 + BonusJob Type: Full-time, Permanent
Are you an experienced Financial Services Administrator looking to join a supportive, growing business where your career can truly progress? Our client - a well-established independent financial planning firm - is expanding and looking for a detail-driven administrator to join their friendly team.
This is a fantastic opportunity to join a people-focused organisation with a great reputation, modern working practices, and a positive, collaborative culture.
The Role
As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners and ensuring clients receive an exceptional service. Your work will help advisers stay focused on delivering high-quality financial planning.
Day-to-day responsibilities include:
- Processing new business applications
- Requesting and chasing information from product providers
- Preparing client review packs and supporting documentation
- Updating and maintaining accurate client records
- Producing illustrations and policy information
- Arranging client meetings and managing adviser diaries
- Responding to client queries via phone and email
- Providing general back-office and administrative support
About You
We'd love to hear from you if you have:
- Experience as a Financial Services Administrator (2+ years ideal)
- Strong organisational skills and attention to detail
- Excellent written and verbal communication skills
- Confidence using Microsoft Office
- Experience with financial planning software (e.g., Curo) - beneficial but not essential
- A proactive, flexible, and team-focused attitude
What's on Offer?
- Salary up to £32,000 (DOE)
- Annual discretionary bonus
- 26 days annual leave + bank holidays
- Employer pension contribution
- Life cover (4x salary)
- Health cash plan
- Hybrid working - blend of home and office
- A supportive, forward-thinking team and genuine opportunities to grow your career
Why Apply?
This role is perfect for someone who thrives in a professional, people-centred environment and wants to build a long-term career in financial planning. If you enjoy variety, responsibility, and being part of a supportive team, this could be the ideal next step.
Apply Today
If this sounds like the right role for you, we'd love to hear from you.
