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
- 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
- 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.
Financial Planning Administrator in Leeds employer: Ontapjobsearch
As a Temporary Part-Time Administrator in Gosforth, you will join a supportive and inclusive work environment that values diversity and encourages personal growth. With benefits like weekly pay, generous annual leave, and discounts at high street brands, we prioritise employee well-being and satisfaction. Our commitment to direct employment ensures you are part of a team that fosters collaboration and professional development, making this an excellent opportunity for those seeking meaningful and rewarding work.
