Financial Planning Administrator

JR United Kingdom; Bradford; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planning Administrator in Bradford. The role provides essential support to Financial Planners, managing documentation and ensuring compliance. This is an excellent opportunity for someone with administrative experience in financial services, offering clear career progression and full study support towards professional qualifications.

Benefits

Private Medical Insurance

Group Life Assurance

Group Income Protection

Employer-contributed Pension scheme

Generous holiday allowance

Fully funded professional development

Cycle to Work Scheme

Health Cash Plan

Gym Discounts

Annual discretionary bonus

Qualifications

• 2+ years’ experience in financial services administrative role required.
• Proficient in Microsoft Office and back-office systems.
• Keen to pursue further professional qualifications supported by the employer.

Responsibilities

• Provide administrative support to Financial Planners.
• Maintain accurate client records and update internal systems.
• Liaise with clients and third-party providers for process management.

Skills

Organisational Skills

Communication Skills

Client-focused

Detail-oriented

Microsoft Office

Education

Degree Educated

Job description

Social network you want to login/join with:

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Client:

mbf

Location:

bradford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

6

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Salary: Competitive, dependent on experience

Job Type: Full-time, Permanent

A highly respected and growing, National wealth and investment management firm in Leeds is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.

About the Role:

As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.

Key Responsibilities:

• Provide administrative support to Financial Planners
• Maintain accurate client records and update internal systems
• Liaise with clients and third-party providers to gather and process information
• Prepare valuations, meeting packs, and documentation
• Assist with new business onboarding, including AML and account setup
• Promote and support use of digital tools with clients
• Identify and report any risks or breaches in line with company policy

About You:

• 2+ years’ experience in a financial services administrative role
• Excellent organisational and communication skills
• Client-focused and detail-oriented
• Comfortable managing multiple tasks and meeting deadlines
• Proficient in Microsoft Office and back-office systems
• Degree educated preferred, but not essential
• Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning

Benefits Include:

• Private Medical Insurance
• Group Life Assurance (4x salary)
• Group Income Protection
• Pension scheme with employer contributions
• Generous holiday allowance with option to purchase additional days
• Fully funded professional development, including exams, memberships, and study materials
• Cycle to Work Scheme & Season Ticket Loan
• Health Cash Plan, Gym Discounts, Will Writing, and more
• Annual discretionary bonus

This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more.