SIPP & Financial Planning Admin — Advisor Support (Hybrid, Leeds)

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

Job summary

A leading wealth management firm in Leeds is seeking an Administrator for Advice Support within their Self Invested Personal Pensions and Financial Planning division. The role involves providing administrative support to ensure high-quality client service, maintaining accurate client records, and assisting with marketing and business intelligence. This is a permanent position with a hybrid working pattern. The ideal candidate will have experience in financial services and a keen eye for detail.

Qualifications

• Experience in providing administrative support within financial services.
• Attention to detail to ensure accurate client records.
• Ability to handle confidential client information responsibly.

Responsibilities

• Provide comprehensive administrative support to the Financial Planning team.
• Ensure client data is accurate and up to date.
• Support marketing, strategy, and business intelligence requirements.

Job description

A leading wealth management firm in Leeds is seeking an Administrator for Advice Support within their Self Invested Personal Pensions and Financial Planning division. The role involves providing administrative support to ensure high-quality client service, maintaining accurate client records, and assisting with marketing and business intelligence. This is a permanent position with a hybrid working pattern. The ideal candidate will have experience in financial services and a keen eye for detail.