Financial Planning Administrator

mbf; Leeds; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in Leeds is seeking a Financial Planning Administrator to support Financial Planners in delivering exceptional services to clients. This role requires strong organizational skills, experience in financial administration, and a client-focused mindset. The company offers competitive pay, comprehensive benefits, and opportunities for professional growth through full study support for relevant qualifications.

Benefits

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

Cycle to Work Scheme & Season Ticket Loan

Health Cash Plan, Gym Discounts, Will Writing, and more

Annual discretionary bonus

Qualifications

• 2+ years’ experience in a financial services administrative role.
• Comfortable managing multiple tasks and meeting deadlines.
• Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning.

Responsibilities

• Provide administrative support to Financial Planners.
• Liaise with clients and third-party providers to gather and process information.
• Assist with new business onboarding, including AML and account setup.

Skills

Organisational skills

Communication

Client-focused

Detail-oriented

Education

Degree educated preferred

Tools

Microsoft Office

Job description

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This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Senior Recruitment Professional - Financial Services

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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