Hybrid Admin Specialist SIPP & Financial Planning

Rathbones; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm based in Leeds seeks an Administrator for the Advice Support team in managing Self Invested Personal Pensions. The role involves providing vital administrative support, ensuring accurate client data, and collaborating closely with financial planners. Candidates must demonstrate attention to detail and have some experience in a financial office environment. The position offers a hybrid working model, competitive remuneration, and a range of employee benefits.

Benefits

Company pension

Private medical insurance

Life assurance

Income protection

Discretionary bonus

Flexible holidays

Family-friendly policies

Study support

Volunteering days

Gym discounts

Qualifications

• Experience in an office environment within the financial industry.
• Must be proactive and able to work with managers.
• Accuracy and attention to detail are essential.

Responsibilities

• Provide administrative support to the Financial Planning team.
• Ensure client data is accurate and up to date.
• Process client letters of authority and management of data.

Skills

Attention to detail

Excellent telephone manner

Basic Excel knowledge

Communication skills

Numeracy skills

Job description

A leading wealth management firm based in Leeds seeks an Administrator for the Advice Support team in managing Self Invested Personal Pensions. The role involves providing vital administrative support, ensuring accurate client data, and collaborating closely with financial planners. Candidates must demonstrate attention to detail and have some experience in a financial office environment. The position offers a hybrid working model, competitive remuneration, and a range of employee benefits.