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, advi...