Financial Planning Admnistrator

Job: Financial Planning Administrator

Location: Rothwell, Leeds

Salary: Negotiable

Role Description

A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.

The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.

Responsibilities

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• Processing new business applications
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• Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs
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• Arranging client meetings and managing Advisers’ diaries
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• Completing portfolio illustration requests
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• Providing comprehensive back-office support
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• Ensuring all financial planning administration is completed in line with company procedures
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• Corresponding with clients in both written and verbal formats
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• Maintaining accurate, compliant, and well-presented client records on company systems
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Key Requirements

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• Previous experience working within a Financial Planning firm (essential)
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• CII Level 3 qualification in Financial Administration preferred (training support available)
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• Working knowledge of Intelligent Office (IO) and platform experience would be advantageous
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• Strong ability to manage and prioritise workloads effectively
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• Excellent communication, planning, and organisational skills
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• Strong analytical and problem-solving abilities
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Benefits

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• Professional industry exams and study supported
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• 25 days’ holiday and ability to purchase more holiday
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• Annual salary reviews
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• Life assurance and pension
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