Financial Planning Administrator

Leeds - to £34K plus company benefits

We are working with a well-established and growing financial planning firm that is looking to recruit a Financial Planning Administrator. This is an excellent opportunity to join a supportive team and play a key role in delivering high-quality client service to both clients and advisers.

Key Responsibilities:

• Act as a friendly and professional point of contact for clients.
• Liaise with product providers to collate policy information and obtain client-specific illustrations.
• Process new and top-up applications for life, pension, and investment business.
• Obtain valuations and prepare client review packs.
• Process platform withdrawals, fund switches, and benefit crystallisations.
• Maintain accurate and compliant client files.
• Work closely with advisers and the Technical Analysis team to ensure a seamless service.

Key Skills & Experience:

• Previous experience in an administrative role within financial services.
• Enthusiastic, proactive, and self-motivated team player.
• Strong attention to detail and excellent time management skills.
• Confident communication skills with the ability to build strong relationships.
• Understanding of life, pensions, and investment products.
• Proficiency in Microsoft Word, Excel, and Outlook. Knowledge of Intelligent Office, AssureWeb, FE Analytics, and other industry software is an advantage.

This is a great opportunity to join a reputable firm and develop your career in financial services. If you are interested in this role, please apply today.