Job Description
Financial Planning Administrator
Location: Leeds
Salary: 27,000 - 30,000 per annum
Job Type: Full-Time, Permanent
The Opportunity
A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning.
Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance.
Key Responsibilities
Processing new business applications across pensions, investments and protection products
Managing Letters of Authority (LOAs) and obtaining information from providers
Preparing client review packs and supporting ongoing servicing requirements
Liaising with clients, providers, advisers and paraplanners to progress cases efficiently
Maintaining accurate client records and updating back-office systems
Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date
Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks
Assisting with fund switches, withdrawals, transfers and other client servicing activities
Monitoring outstanding requirements and ensuring cases progress within agreed timescales
Ensuring all administration is completed in line with FCA regulations and company compliance procedures
About You
Previous experience within a Financial Planning, Wealth Management or IFA environment
Strong understanding of financial services administration processes
Experience completing KYC and AML checks
Excellent organisational skills with strong attention to detail
Professional communication skills and a client-focused approach
Ability to manage multiple priorities in a fast-paced environment
Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous
Knowledge of pensions, investments and protection products is desirable
What's on Offer?
Competitive salary of 27,000 - 30,000 per annum
Supportive and collaborative team environment
Ongoing training and professional development opportunities
Clear career progression within financial planning
Comprehensive benefits package
If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you.
Contact and send your CV to: (url removed)
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.