Financial Planning Administrator

1 month ago


Horsforth, 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 responsibilitiesof 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.



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