Financial Planning Administrator

Search Consultancy Ltd; Morley; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Progression opportunities

Professional development

Industry qualifications support

Job summary

Search Consultancy Ltd is recruiting a Technical Financial Planning Administrator in Leeds. You will support a team of Financial Advisers by handling end-to-end client administration, including new business applications, valuations, and documentation to ensure compliant, efficient service.

The role suits an experienced administrator who enjoys the technical side of financial planning, delivering accurate work and maintaining meticulous records.

Qualifications

• Experience in Financial Planning, Wealth Management or IFA environment.
• Strong knowledge of pensions, investments, ISAs, protection and admin processes.
• Experience with industry back-office systems and provider platforms.

Responsibilities

• Support Financial Advisers with administration and client handling.
• Prepare and process new business applications across pensions, investments, protection.
• Manage provider/platform correspondence and obtain valuations/policy info.
• Produce client review packs and maintain CRM records.
• Progress cases through pipelines and resolve client queries with advisers.

Skills

Attention to detail

Organisational skills

Communication

Education

Diploma in Regulated Financial Planning (desirable)

Tools

CRM systems

Provider platforms

Back-office systems

Job description

Technical Financial Planning Administrator
Location: Leeds
Salary: Competitive + Benefits

About the Opportunity

An established and highly regarded financial planning firm is looking to appoint a skilled and technically capable Financial Planning Administrator to support a team of Financial Advisers.

This role would suit an experienced administrator who enjoys the technical side of financial planning and takes pride in delivering accurate, compliant, and efficient client support. The successful candidate will play a key role in the end-to-end client journey, ensuring advice processes run smoothly while maintaining exceptional attention to detail.

Key Responsibilities

• Supporting Financial Advisers with administration.
• Preparing and processing new business applications across pensions, investments, protection, and retirement planning products.
• Managing provider and platform correspondence, including obtaining valuations and policy information.
• Producing client review packs and ensuring documentation is prepared ahead of meetings.
• Maintaining accurate client records and updating the CRM system.
• Monitoring business pipelines and proactively progressing cases through to completion.
• Liaising with providers, clients, and third parties to resolve queries efficiently.
• Assisting with fund switches, withdrawals, pension transfers, and other servicing activities.
• Ensuring all documentation meets regulatory and compliance requirements.
• Supporting the implementation of financial planning recommendations and ongoing client servicing.

Candidate Requirements

• Previous experience within a Financial Planning, Wealth Management, or Independent Financial Adviser (IFA) environment.
• Strong working knowledge of pensions, investments, ISAs, protection products, and financial planning administration processes.
• Experience using industry back-office systems and provider platforms.
• Excellent attention to detail with a high level of accuracy.
• Ability to manage multiple cases and deadlines simultaneously.
• Strong communication and organisational skills.
• Comfortable working independently while collaborating closely with advisers.

Desirable Experience

• Progress towards Diploma in Regulated Financial Planning (or equivalent qualifications).
• Experience supporting complex financial planning cases.
• Knowledge of pension transfers, drawdown, investment platforms, and ongoing servicing arrangements.
• Experience within a fee-based financial planning environment.

What's on Offer

• Opportunity to join a growing and professional financial planning business.
• Supportive team environment with genuine opportunities for progression.
• Ongoing professional development and assistance with industry qualifications.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.