Financial Planning Administrator

ZipRecruiter; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable Financial Advisory business in Leeds is seeking a Financial Planning Administrator. The role involves supporting financial professionals, handling client queries, and preparing essential documentation. The company offers free parking and a supportive team environment, promoting career development and industry qualifications.

Benefits

Free parking

Support for industry qualifications

Responsibilities

• Supporting Directors, Advisers, and Paraplanners in service delivery.
• Handling client queries and providing a friendly, professional point of contact.
• Preparing documentation for meetings.

Job description

Job Description

IDEX Consulting is working with a Financial Advisory business with a strong regional reputation, recruiting for a Financial Planning Administrator to join their team. Responsibilities include:

1. Supporting Directors, Advisers, and Paraplanners in service delivery
2. Handling client queries and providing a friendly, professional point of contact
3. Preparing documentation for meetings
4. Processing new business from the adviser team
5. Processing transactions and trade requests across platforms
6. Creating client portfolio valuations
7. Preparing annual review packs for financial planners

You will benefit from free parking, support from a long-standing team to help you integrate into the business, and a genuine career path including support for industry qualifications.

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Our Equity and Mission

At IDEX, we strive for an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at every level requires continuous and measurable effort. We are committed to fostering awareness and creating equitable pathways.