Financial Planning Administrator

Financial Planning Administrator Location: Leeds (Hybrid) Salary: Up to £32,000 + Bonus Job Type: Full-time, Permanent Are you an experienced Financial Services Administrator looking to join a supportive, growing business where your career can truly progress? Our client — a well-established independent financial planning firm — is expanding and looking for a detail-driven administrator to join their friendly team. This is a fantastic opportunity to join a people-focused organisation with a great reputation, modern working practices, and a positive, collaborative culture. The Role As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners and ensuring clients receive an exceptional service. Your work will help advisers stay focused on delivering high-quality financial planning. Day-to-day responsibilities include: • Processing new business applications • Requesting and chasing information from product providers • Preparing client review packs and supporting documentation • Updating and maintaining accurate client records • Producing illustrations and policy information • Arranging client meetings and managing adviser diaries • Responding to client queries via phone and email • Providing general back-office and administrative support About You We’d love to hear from you if you have: • Experience as a Financial Services Administrator (2+ years ideal) • Strong organisational skills and attention to detail • Excellent written and verbal communication skills • Confidence using Microsoft Office • Experience with financial planning software (e.g., Curo) — beneficial but not essential • A proactive, flexible, and team-focused attitude What’s on Offer? • Salary up to £32,000 (DOE) • Annual discretionary bonus • 26 days annual leave + bank holidays • Employer pension contribution • Life cover (4x salary) • Health cash plan • Hybrid working — blend of home and office • A supportive, forward-thinking team and genuine opportunities to grow your career Why Apply? This role is perfect for someone who thrives in a professional, people-centred environment and wants to build a long-term career in financial planning. If you enjoy variety, responsibility, and being part of a supportive team, this could be the ideal next step. Apply Today If this sounds like the right role for you, we’d love to hear from you.