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Date Added: Fri 08/08/2025

Financial Planning Administrator - Salary Up To £40K And Bonus Up To 20% Of Salary - Leeds

Leeds, UK
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Company: MI SEARCH LTD

Job Type: Permanent, FullTime

Salary: £35,000 - £40,000 per annum, Inc benefits, OTE

This respected wealth planning firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Leeds.

In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.

You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.

Basic salary to £40,000 bonus up to 20% of salary and benefits. The role offers a mix of working from the office and home.

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