Financial Planning Administrator

Financial Planning Administrator

Location: Leeds (Hybrid)Salary: Up to £32,000 + BonusJob 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.