At a Glance
- Tasks: Support advisers with complex financial administration and process new business applications.
- Company: Established independent financial planning firm with a strong reputation in client care.
- Benefits: Competitive salary, hybrid working, flexible hours, and study support for qualifications.
- Other info: Opportunity for permanent employment after contract and excellent career growth potential.
- Why this job: Join a supportive team and make a real impact in helping clients achieve their financial goals.
- Qualifications: Minimum 2 years' experience in financial planning administration and strong technical skills.
The predicted salary is between 27000 - 35000 £ per year.
Swarm Recruitment is delighted to be partnering with an established and highly respected independent financial planning firm based in Yeadon, North Leeds. The firm pride themselves on delivering a personal, relationship-led service to its clients, helping individuals and families achieve their financial goals through tailored advice and long-term planning. The business has built a strong reputation for providing high-quality advice across pensions, investments, protection, trusts, and estate planning, with client care sitting at the heart of everything they do.
About the Role
Due to an upcoming maternity leave, the firm is seeking an experienced Senior Financial Planning Administrator to join the team on a 12-month fixed-term contract. This is a key hire within the business, replacing a highly experienced team member and supporting advisers with more complex technical administration duties. While initially offered as a maternity cover position, the company has ambitious growth plans and would be open to retaining the successful candidate on a permanent basis should the right long-term opportunity arise. This role will suit an experienced financial planning administrator who enjoys the technical side of administration and is confident working with pensions, investments, trusts, bonds, trades, and new business processing within a fast-paced IFA environment.
Responsibilities
- Processing new business applications across pensions, investments, protection, trusts, and inheritance tax products
- Obtaining and verifying Anti-Money Laundering (AML) requirements for new and existing clients
- Preparing annual review packs and supporting documentation for client meetings
- Processing transactions, trades, and fund switches both on and off platform
- Supporting advisers with complex technical administration requirements
- Handling deceased client cases with professionalism, sensitivity, and accuracy
- Managing letters of authority and liaising with product providers
- Responding to client and adviser queries in a timely and professional manner
- Maintaining accurate client records and company systems
- Acting as a key point of contact for advisers, clients, and providers
- Ensuring all work is completed in accordance with FCA regulations and company procedures
Qualifications
- Minimum 2 years' experience within an IFA, Wealth Management, or Financial Planning administration role
- Significant experience processing new business across pensions, investments, protection, trusts, and estate planning products
- Strong technical administration experience within Financial Planning
- Knowledge of trusts, bonds, inheritance tax planning, and deceased client processes would be highly advantageous
- Experience processing trades, fund switches, and platform transactions
- Strong understanding of provider platforms and financial planning products
- Experience maintaining client records and supporting advisers within a regulated environment
- Excellent Microsoft Office skills, including Word, Excel, and Outlook
- Strong communication and client relationship management skills
- Highly organised with exceptional attention to detail
- A proactive and resourceful approach with a genuine commitment to client service
Pay range and compensation package
- £27,000 - £35,000 basic salary depending on experience
- Hybrid Working Available
- Flexible Working Hours
- Study Support Towards Financial Services Qualifications
- Free On-Site Parking
- Opportunity for Permanent Employment Following Contract Completion
- Supportive and Collaborative Team Environment
- 25 days Holiday + Bank Holidays
Senior Financial Planning Administrator in Yeadon employer: Swarm Recruitment
Join a highly respected independent financial planning firm in Yeadon, North Leeds, where client care and personal relationships are at the forefront of our service. We offer a supportive and collaborative team environment, flexible working hours, and opportunities for professional growth, including study support towards financial services qualifications. With ambitious growth plans, this role not only provides a chance to contribute to meaningful client outcomes but also opens the door for potential permanent employment after the contract period.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Yeadon
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Swarm Recruitment.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Swarm Recruitment might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Senior Financial Planning Administrator in Yeadon
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Swarm Recruitment will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Swarm Recruitment. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Swarm Recruitment confidence in your short-term commitment to the role.
How to prepare for a job interview at Swarm Recruitment
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Swarm Recruitment.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Swarm Recruitment that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
