Administrator- Advice Support- Self Invested Personal Pensions and Financial Planning
1 week ago
Company description At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most. Were proud to be one of the UKs leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing. As of June 2025 Job description Role Title : Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Division : Group Operations Location : Leeds Contract : Permanent Working pattern : Hybrid About the Role In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial, high-quality, low-risk client service can be delivered. You will ensure client data is accurate and up to date to support the client service, marketing, strategy and BI requirements of the business. What youll be responsible for Ensuring client records are accurate and up to date and where necessary data cle... #J-18808-Ljbffr
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Leeds, United Kingdom Rathbones Full timeAdministrator- Advice Support- Self Invested Personal Pensions and Financial Planning Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Division: Group Operations Contract: Permanent Working pattern: Hybrid About the Role: In this role you will provide administrative support to the whole Financial...
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Leeds, United Kingdom Rathbones Full timeAdministrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Contract: Permanent Hybrid In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial, high-quality, low-risk client service can be delivered. You will ensure client data is accurate and up to date...
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Leeds, United Kingdom Rathbones Full timeJob description:Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Division: Group OperationsLocation: LeedsContract: PermanentWorking pattern: Hybrid About the Role In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial, high-quality,...
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Leeds, United Kingdom Rathbones Full timeJob description:Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Division: Group Operations Location: Leeds Contract: Permanent Working pattern: Hybrid About the Role In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial, high-quality,...
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Leeds, United Kingdom Rathbones Full timeJob description:If your skills, experience, and qualifications match those in this job overview, do not delay your application.Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Division: Group OperationsLocation: LeedsContract: PermanentWorking pattern: Hybrid About the Role In this tole you will...
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Leeds, United Kingdom Rathbones Full timeJob description: Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP) Division: Group Operations Location: Leeds Contract: Permanent Working pattern: Hybrid About the Role In this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial,...
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Leeds, Leeds, United Kingdom Rathbones Full time £24,000 - £32,000 per yearJob description:Role Title: Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP)Division: Group OperationsLocation: LeedsContract: PermanentWorking pattern: HybridAbout the RoleIn this tole you will provide administrative support to the whole Financial Planning team to ensure a commercial, high-quality, low-risk...
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Administrator Advice Support Pensions
2 weeks ago
Leeds, United Kingdom Rathbones Full timeRathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be...
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Financial Planning Administrator
5 days ago
Leeds, United Kingdom PJG Financial Services Limited Full timeAre 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...
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Administrator Advice Support Pensions
7 days ago
Leeds, United Kingdom Rathbones Full timeThe Role In this role you will provide administrative support to the whole Financial Planning team to ensure a commercial high‑quality, low‑risk client service can be delivered. You will ensure client data is accurate and up to date to support the client service marketing strategy and BI requirements of the business. Outcomes of the Role Ensuring client...
