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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