Financial Planning Administrator

Financial Planning Administrator

Location:

Leeds
Salary: 27,000 - 30,000 per annum
Job Type: Full-Time, Permanent

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.

• 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

• 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

• 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

Contact and send your CV to: (url removed)

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