Current jobs related to Financial Planning Administrator - Leeds - Search Consultancy

  • Financial Planning Administrator

    3 months ago

    Leeds, United Kingdom PJG Financial Services Limited Full time

    Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K depending on experience - Company pension - Group Life Assurance Scheme - 4x salary - Private medical insurance - Discretionary Bonus scheme - Training and development programme - 20 days holiday, increasing to...

  • Financial Planning Administrator

    2 weeks ago

    Leeds, United Kingdom mbf. Full time

    Financial Planning Administrator - Leeds, hybrid - up to £32K plus excellent company benefits We are currently working with a National Financial Planning 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...

  • Financial Planning Administrator

    2 days ago

    Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Leeds. As a key member of the financial planning team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications and transactions across key financial...

  • Financial Planning Administrator

    2 days ago

    Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator Job OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Leeds. As a key member of the financial planning team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications and transactions across key financial...

  • Financial Planning Administrator

    1 week ago

    Leeds, Leeds, United Kingdom mbf. Full time

    {"title": "Financial Planning Administrator", "content": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key ResponsibilitiesBuild...

  • Financial Planning Administrator

    1 week ago

    Leeds, Leeds, United Kingdom mbf. Full time

    {"title": "Financial Planning Administrator", "content": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key ResponsibilitiesBuild...

  • Financial Planning Administrator

    20 hours ago

    Leeds, Leeds, United Kingdom mbf. Full time

    {"title": "Financial Planning Administrator", "description": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key...

  • Financial Planning Administrator

    17 hours ago

    Leeds, Leeds, United Kingdom mbf. Full time

    {"title": "Financial Planning Administrator", "description": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key...

  • Financial Planning Administrator

    4 months ago

    Leeds, United Kingdom Tempest Jones Full time

    **Financial Planning Administrator** **The offering**: **Salary of up to £28k depending on experience and qualifications** **Continued professional development** **26 days annual leave (plus statutory)** **Pension scheme, Group Life cover: x4 salary** **Annual discretionary bonus** **Medical cash back plan** A fantastic opportunity has arisen to join...

  • Financial Planning Administrator

    1 week ago

    Leeds, Leeds, United Kingdom JohnstonGreer Full time

    IFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...

  • Financial Planning Administrator

    1 week ago

    Leeds, Leeds, United Kingdom JohnstonGreer Full time

    IFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...

  • Financial Planning Administrator

    1 week ago

    Leeds, Leeds, United Kingdom JohnstonGreer Full time

    IFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...

  • Financial Planning Administrator

    1 week ago

    Leeds, Leeds, United Kingdom JohnstonGreer Full time

    IFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...

  • Financial Planning Administrator

    4 months ago

    Leeds, United Kingdom Idex Full time

    We are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key Duties and Responsibilities**: - Maintaining client records - Supporting client journey -...

  • Quilter Full-Time Financial Adviser Programme

    3 months ago

    Leeds, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

  • Financial Planning Administrator

    3 months ago

    Leeds, United Kingdom MB Fitzgerald Full time

    Mbf are working with a market leading Financial Planning & Wealth Management organisation who are seeking to recruit an additional IFA Administrator to join their friendly team. The company has a fantastic reputation and a national presence; they have been growing over the past five years - meaning there is scope for progression and development within this...

  • Senior Financial Planning Administrator

    2 weeks ago

    Leeds, Leeds, United Kingdom Capio Recruitment Full time £80,000 - £120,000

    Job Title: Senior Financial Planning AdministratorJob Summary:We are working with Capio Recruitment to find a Senior Financial Planning Administrator to join their team. The ideal candidate will have experience working with high net worth individuals and will be confident in providing complex financial advice.Key Responsibilities:Provide financial planning...

  • Senior Financial Planning Administrator

    2 weeks ago

    Leeds, Leeds, United Kingdom Capio Recruitment Full time £80,000 - £120,000

    Job Title: Senior Financial Planning AdministratorJob Summary:We are working with Capio Recruitment to find a Senior Financial Planning Administrator to join their team. The ideal candidate will have experience working with high net worth individuals and will be confident in providing complex financial advice.Key Responsibilities:Provide financial planning...

  • Financial Planning Administrator

    1 week ago

    Leeds, Leeds, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team at Evelyn Partners as a Client Administrator. This is a hybrid working role that requires you to be in the office 3 days a week.Key ResponsibilitiesWork closely with Financial Planners and Investment Managers to deliver excellent client...

  • Financial Planning Administrator

    1 week ago

    Leeds, Leeds, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team at Evelyn Partners as a Client Administrator. This is a hybrid working role that requires you to be in the office 3 days a week.Key ResponsibilitiesWork closely with Financial Planners and Investment Managers to deliver excellent client...

Financial Planning Administrator

4 months ago

Leeds, United Kingdom Search Consultancy Full time

Financial Planning Administrator

Leeds (North)

£24,000 - £30,000 + hybrid working, excellent training, pension, PMI, exam support, free parking

A successful wealth management organisation in Leeds are looking to add a hard working and experienced Financial Planning Administrator to their ever growing team. There is genuine hybrid working for this role. The role is varied but some of the key responsibilities of the role are:

- Sending out and chasing Letters of Authority with external providers
- Gathering information from providers, ensuring it is all correct and then putting the information into a presentable tables and documentation
- Taking on analytics and critical yield calculations
- Compiling preparation information for all client meetings with the Advisors
- Requesting Wealth Accounts and Investor Returns
- Sending regular updates and professional correspondence to clients
- Creating performance comparison graphs and cost and charges calculations.
- Financial Services support experience is a must for this role
- You must be extremely organised and be able to prioritise your working day and week
- You will need to be a quicker learning, be comfortable asking for assistance when needed and have a strong attention to detail
- You must be comfortable, professional and articulate on the telephone and be able to influence providers and other stakeholders
- Finally you must have a good energy about you, a strong work ethic and positive "can do" attitude

An competitive salary, flexible home/office working, excellent benefits package and a fantastic working environment are on offer.