Financial Planning Administrator

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:

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• Processing new business applications
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• Requesting and chasing information from product providers
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• Preparing client review packs and supporting documentation
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• Updating and maintaining accurate client records
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• Producing illustrations and policy information
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• Arranging client meetings and managing adviser diaries
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• Responding to client queries via phone and email
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• Providing general back-office and administrative support
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About You

We’d love to hear from you if you have:

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• Experience as a Financial Services Administrator (2+ years ideal)
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• Strong organisational skills and attention to detail
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• Excellent written and verbal communication skills
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• Confidence using Microsoft Office
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• Experience with financial planning software (e.g., Curo) — beneficial but not essential
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• A proactive, flexible, and team-focused attitude
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What’s on Offer?

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• Salary up to £32,000 (DOE)
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• Annual discretionary bonus
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• 26 days annual leave + bank holidays
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• Employer pension contribution
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• Life cover (4x salary)
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• Health cash plan
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• Hybrid working — blend of home and office
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• A supportive, forward-thinking team and genuine opportunities to grow your career
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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.