Financial Planning Administrator

Search • Permanent • Leeds, West Yorkshire, England, United Kingdom • £27k - £30k / year • 7h ago

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)

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