Financial Planning Administrator

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

Job summary

A leading national wealth and investment management firm in Leeds is looking for a Financial Planning Administrator. This role involves supporting Financial Planners, managing client documentation, and ensuring compliance. Ideal for someone with financial planning administration experience, offering a supportive environment and career growth opportunities.

Benefits

Private Medical Insurance

Group Life Assurance

Group Income Protection

Pension scheme with employer contributions

Generous holiday allowance

Fully funded professional development

Cycle to Work Scheme

Health Cash Plan

Annual discretionary bonus

Qualifications

• 2+ years’ experience in a financial services administrative role.
• Comfortable managing multiple tasks and meeting deadlines.

Responsibilities

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

Skills

Organisational Skills

Communication Skills

Client-focused

Detail-oriented

Proficient in Microsoft Office

Education

Degree educated preferred

Tools

Back-office systems

Job description

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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