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 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 A competitive salary, excellent benefits package and a fantastic working environment are on offer alongside yearly individual bonus which can add up to an extremely large additional lump sum per annum.



  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...