Financial Services Administrator – £30,000 + Excellent Benefits (Leeds – Office Based)
Are you an experienced Financial Services Administrator with strong Intelligent Office knowledge?

Do you thrive in a supportive, professional environment where accuracy, organisation, and excellent client service truly matter?
A highly reputable and well-established financial planning firm in Central Leeds is seeking a full-time Financial Services Administrator to join their team. This is a fantastic opportunity for someone who enjoys being a key part of a close-knit office, supporting paraplanners, advisers, and operations in delivering outstanding client outcomes.
What’s in it for you?
*Up to £30,000 salary (Depending on experience)
*6 weeks’ holiday plus bank holidays
*5% employer pension contributions
*Private Medical Insurance
*Career development opportunities, including exam support if you wish to progress towards paraplanning
*A friendly, supportive environment where your work genuinely matters
About the Role
You will be the first point of contact for clients and a key support to the wider financial planning team, including two paraplanners, a financial adviser, and the operations director. Your responsibilities will include:
Core Duties
*Handling incoming calls and client enquiries
*Booking client appointments and managing diaries
*Preparing review files and compiling client review packs
*Producing ’no-change’ review suitability reports
*Contacting providers, chasing information, and processing fund and pension switches
*Managing protection applications online (as required)
*Sending out quarterly investment reports
*Supporting income reconciliation tasks
*Ensuring Intelligent Office records are accurate and up to date
*General office duties including post, scanning, printing, and maintaining supplies
*Upholding processes, workflows, and compliance standards
Experience & Skills Required
To be considered for this position, you must have:
*Hands-on experience with Intelligent Office (IO) – this is essential
*Previous experience in a financial services administration role
*Strong understanding of client review processes
*Ability to write review ’no-change’ suitability reports
*Excellent organisational skills and attention to detail
*Confident communication skills and a genuinely client-focused approach
*Proficiency with Microsoft Office