The Company: An opportunity has become available for a Financial Planning Administrator to join an established financial planning practice in Central Leeds, providing day-to-day administrative support to the Adviser and wider team. This is a varied role covering client servicing, business processing, diary management and compliance, suited to someone who enjoys a busy financial services environment and wants to develop their technical knowledge and progress professionally. The successful individual will play an important part in keeping the practice running efficiently, ensuring client cases are progressed within agreed timescales and that a consistently high standard of service is maintained.

• Office Location: Central Leeds
• Working Setup: Office-based
• Hours: Full-time with flexible working offered

Package: £30-34k base DOE + circa 15% annual bonus and full company benefits

• Key Benefits: Pension, 2xDIS, PMI and travel insurance
• Holidays: 25-days + stats
• Bonus: Discretionary – Paid annually

The Role: Reporting to the Admin Manager, the successful individual will provide dedicated support across the day-to-day administration of the practice. Key accountabilities will include:

• Provide day-to-day administrative support to the Financial Adviser and wider practice
• Gather, review and organise client information from Fact Finds, liaising with clients and Advisers to resolve any information gaps
• Maintain accurate and up-to-date client records across the firm's CRM and internal systems
• Manage the end-to-end business processing journey, ensuring applications and advice documentation are submitted and tracked efficiently
• Ensure all relevant information is available to support the preparation of client reports and recommendations
• Liaise with Head Office, administration centres, providers and internal business assurance teams to progress cases and resolve queries
• Manage diaries and coordinate client appointments, prioritising workloads around Adviser commitments
• Prepare for client meetings by obtaining up-to-date valuations, reviewing Fact Finds and identifying potential business opportunities
• Produce supporting analysis using Financial Express Analytics to complement client reports
• Monitor client reports and identify potential opportunities to improve service delivery and support business growth
• Follow internal processes and remain up to date with changes to procedures and compliance guidelines
• Manage ad-hoc client administration, including issuing Tax-Free Cash questionnaires and tracking their return
• Communicate professionally with clients, colleagues and third parties, ensuring information is passed on accurately and promptly

The Person: The ideal candidate will have previous experience in a Financial Planning Administration role, with a good understanding of private wealth focused client servicing and business processing. A strong level of organisation and attention to detail is essential, alongside the ability to manage competing priorities in a busy environment. This is a good opportunity for someone looking to build on their existing administration experience within financial planning, taking responsibility for a varied workload whilst developing their technical knowledge and professional qualifications.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.