Financial Planning Administrator
Location: Leeds (Hybrid)
Salary: Up to £32,000 + Bonus
Job Type: Full-time, Permanent
Are you an experienced Financial Services Administrator looking to join a supportive, growing business where your career can truly progress? Our client — a well-established independent financial planning firm — is expanding and looking for a detail-driven administrator to join their friendly team.
This is a fantastic opportunity to join a people-focused organisation with a great reputation, modern working practices, and a positive, collaborative culture.
The Role
As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners and ensuring clients receive an exceptional service. Your work will help advisers stay focused on delivering high-quality financial planning.
Day-to-day responsibilities include:
*Processing new business applications
*Requesting and chasing information from product providers
*Preparing client review packs and supporting documentation
*Updating and maintaining accurate client records
*Producing illustrations and policy information
*Arranging client meetings and managing adviser diaries
*Responding to client queries via phone and email
*Providing general back-office and administrative support
About You
We’d love to hear from you if you have:
*Experience as a Financial Services Administrator (2+ years ideal)
*Strong organisational skills and attention to detail
*Excellent written and verbal communication skills
*Confidence using Microsoft Office
*Experience with financial planning software (e.g., Curo) — beneficial but not essential
*A proactive, flexible, and team-focused attitude
What’s on Offer?
*Salary up to £32,000 (DOE)
*Annual discretionary bonus
*26 days annual leave + bank holidays
*Employer pension contribution
*Life cover (4x salary)
*Health cash plan
*Hybrid working — blend of home and office
*A supportive, forward-thinking team and genuine opportunities to grow your career
Why Apply?
This role is perfect for someone who thrives in a professional, people-centred environment and wants to build a long-term career in financial planning. If you enjoy variety, responsibility, and being part of a supportive team, this could be the ideal next step.
Apply Today
If this sounds like the right role for you, we’d love to hear from you.