Financial Planning Administrator

Financial Planning Administrator Location: Leeds Salary: £27,000 - £30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities * Processing new business applications across pensions, investments and protection products * Managing Letters of Authority (LOAs) and obtaining information from providers * Preparing client review packs and supporting ongoing servicing requirements * Liaising with clients, providers, advisers and paraplanners to progress cases efficiently * Maintaining accurate client records and updating back-office systems * Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date * Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks * Assisting with fund switches, withdrawals, transfers and other client servicing activities * Monitoring outstanding requirements and ensuring cases progress within agreed timescales * Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You * Previous experience within a Financial Planning, Wealth Management or IFA environment * Strong understanding of financial services administration processes * Experience completing KYC and AML checks * Excellent organisational skills with strong attention to detail * Professional communication skills and a client-focused approach * Ability to manage multiple priorities in a fast-paced environment * Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous * Knowledge of pensions, investments and protection products is desirable What's on Offer? * Competitive salary of £27,000 - £30,000 per annum * Supportive and collaborative team environment * Ongoing training and professional development opportunities * Clear career progression within financial planning * Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) 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