Financial Planning Administrator home and office working

2 weeks ago


Leeds, United Kingdom mbf Full time €34,000

Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical administrative support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity.
Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
Assist Wealth Planners to maintain and manage their client banks
Support the Wealth Planners to seek out and nurture opportunities for new business assisting with client research on behalf of Wealth Planner maximising output from the existing client bank, and on-boarding prospective new clients
Keep abreast of Wealth Planner and Hub targets, adding value to their achievement
Maintain a basic level of industry knowledge through private reading/attending workshops etc. Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection
Full time, hybrid, Leeds
This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.



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