Financial Planning Administrator

Reed - Agency - Permanent • LeedsHybrid working

£27,000 - £32,000 per year

Financial Planning Administrator Location: Leeds (Hybrid)Salary: Up to £32,000 + BonusJob 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.