Financial Planning Admin — Client Services & CRM in Leeds

A niche financial services firm in Central Leeds is seeking an experienced Financial Planning Administrator to support a dynamic team of expert advisers. The role is office-based and involves maintaining the CRM system, scheduling client reviews, and preparing review packs. Ideal candidates will have strong attention to detail and communication skills. The package includes a competitive salary of £30-35k based on experience, along with discretionary bonuses and comprehensive benefits. #J-18808-Ljbffr