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Wealth Planning Administrator Client Support

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Search
Full Time position
Listed on 2026-06-08
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 27000 - 30000 GBP Yearly GBP 27000.00 30000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Administrator - Growth & Client Support

Search is seeking a Financial Planning Administrator to join their growing team in Leeds. This full-time, permanent position offers a competitive salary of £27,000 - £30,000 per annum.

As a Financial Planning Administrator, you will be involved in processing applications across pensions and investments, client communications, and maintaining accurate records. Ideal candidates should have experience in wealth management and excellent organisational skills.

Competitive benefits and continuous professional development opportunities are included.

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