Financial Planning Administrator

4 days ago

Leeds, United Kingdom CB3 Associates Ltd Full time

**The Company**: A highly ambitious, growth orientated IFA firm who are looking to recruit an experienced IFA Administrator to their Central Leeds based team/office following an internal promotion. This is technically quite broad administrationremit to support a group of advisers with tax and trusts specialisms as well as more mainstream private wealth advice, so applicants must be comfortable processing new business within this product space.

**The Role**:To support Paraplanners and Financial Consultants with all administrative tasks. These include but are not limited to:

- Preparing new business and client review packs for client meetings
- Assisting with the production of accurate client portfolio valuations using back office Intelligent Office
- Obtaining literature and forms from providers and pre-completing basic client details
- Obtaining Anti-Money Laundering requirements and conducting electronic checks for new and existing clients
- Call leads to pre-qualify advice and book appointments with the Financial Consultants
- Prepare new business documents ensuring all paperwork completed accurately and correctly
- To record all new business and advice events accurately on the back-office system IO
- Use back-office system to schedule follow up tasks relating to business submissions
- Follow up on any outstanding fees and invoices

**Flexible Working**:Yes - Spilt between office & home working

**Benefits**:25 days holiday + stats, 5% pension, healthcare scheme plus additional company benefits and an aggressive benefits structure

**The Person**:Must come with IFA/wealth management industry experience and administrative knowledge and awareness across investments, pensions, protection/life cover advice as well as tax/trust work. The role would suit an experienced Administratorlooking for a 1 to 1 adviser support role with one of Yorkshire’s market leading advisory businesses.

  • Financial Planning Administrator

    1 week 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 days ago

    Leeds, United Kingdom Pura Vida Full time

    Experienced financial planning sales support administrator required for a busy, successful and growing financial planning practice in Otley, near Leeds. We’re a young and forward-thinking business with a flexible outlook - ideally, we’d like someone based in the office but will consider part-time, hybrid and some remote working for the right person. We...

  • Financial Planning Administrator

    2 days ago

    Leeds, United Kingdom mbf. Full time

    **Financial Planning Administrator - Leeds - Salary to £27,000 plus Bonus and Benefits - Flexible working** Mbf are currently working with an award winning, fast growing Financial Advisory business to recruit an experienced Financial Planning Administrator. Our client has offices across the UK, they are fully independent and work with HNW & UHNW clients...

  • Financial Planning Administrator

    6 days 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...

  • Financial Planning Administration Manager

    4 days ago

    Leeds, United Kingdom Search Consultancy Full time

    Financial Planning Administration Manager / Team Leader West Yorkshire This is a fantastic opportunity to work for a successful, established Financial Planning organisation in West Yorkshire as an FS Administration Manager/ Team Leader. The offices are easily commutable from Leeds and the wider West Yorkshire area. The successful applicant will support the...

  • Financial Planning Administrator

    7 days ago

    Leeds, United Kingdom Search Consultancy Full time

    Financial Planning Administrator Leeds Salary up to £30,000 plus excellent benefits and bonus, flexible working Some key responsibilities of the position are: - Obtain illustrations - Submitting new business and investment trades on behalf of clients, within required deadlines using various investment platforms and life companies - Maintaining accurate...

  • Financial Planning Administrator

    5 days ago

    Leeds, United Kingdom Search Consultancy Full time

    Financial Planning Administrator Leeds Salary up to £32,000 plus excellent benefits and bonus Some key responsibilities of the position are: - Obtain illustrations - Submitting new business and investment trades on behalf of clients, within required deadlines using various investment platforms and life companies - Maintaining accurate records of these...

  • Financial Planning Administrator

    7 days ago

    Leeds, United Kingdom Progeny Full time

    Join to apply for the Financial Planning Administrator role at Progeny4 days ago Be among the first 25 applicantsJoin to apply for the Financial Planning Administrator role at ProgenyGet AI-powered advice on this job and more exclusive features.The opportunityDepartment: WealthLocation: Leeds, UKDescriptionThe opportunityWe are looking for several Financial...

  • Financial Planning Administrator

    2 weeks ago

    Leeds, United Kingdom Progeny Full time

    **Description**: **_ The opportunity_** We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships. Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our...

  • Financial Planning Administrator

    4 days ago

    Leeds, United Kingdom Search Consultancy Full time

    Financial Services Administrator Leeds £20,000 - £25,000 + Excellent training, pension, PMI, market leading bonus, exam support A successful wealth management organisation in Leeds are looking to add hard working and experienced FS administrators to their ever growing team. The role is varied but some of the key responsibilities of the role are: - Sending...