Financial Planning Administrator

Financial Planning Administrator

Location: Leeds
Salary: £30,000 - £35,000 (dependent on experience)
Duration: Full-time, Permanent

We are working with an established IFA based in Leeds that is looking for an experienced Financial Planning Administrator to join their team. In this role, you will work closely with Financial Advisers to ensure a high-quality, efficient service for clients.

Key Responsibilities:

• Process new business applications across investments, pensions, mortgages, and protection products.
• Prepare and submit LOA (Letter of Authority) requests and follow up with providers to obtain policy information.
• Conduct basic research on investment products and pension schemes to support Financial Advisers.
• Maintain and update client data on CRM systems, ensuring accuracy and compliance.
• Generate and process client review packs, valuations, and policy summaries.

What’s on Offer?

• Competitive Salary: £30,000 - £35,000 (dependent on experience).
• Flexible Working: 35-hour workweek with flexible start times.
• Annual Leave: 25 days plus Bank Holidays.
• Bonus: Discretionary annual bonus based on performance.
• Career Progression: Study support and sponsorship for financial planning exams.

This is a fantastic opportunity for a Financial Planning Administrator looking to take the next step in their career within a supportive and forward-thinking IFA. If you have strong technical knowledge and a passion for financial planning, apply today

Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer Services, Administration