Financial Planning Administrator

The Company: A highly reputable, wholly independent financial planning firm who sit at the forefront of UHNW private client advice who are looking to bring in an experienced, private wealth focused Financial Planning Administrator to their expanding back-office support team. The firm works closely with clients to create bespoke strategies to preserve and grow wealth, focusing on long-term financial goals and tailored family planning advice. Office Location: Central Leeds Working Setup: Office-based Package: £33-35k base DOE + superb annual bonuses and full company benefits Benefits: 24 days holiday plus stats, pension, 4xDIS and PMI Bonus: Discretionary - Paid annually The Role: Sitting alongside a team of highly consultative, technical administrators the remit is focused on working alongside two very high performing Financial Planners. Duties include: On boarding new clients to the business, ensuring the new client file is fully compliant Adding new client information to Intelligent Office back-office system Checking that all compliance paperwork and anti-money laundering procedures have been satisfied and recorded Preparation/Implementation of advice Prepare cost and charges disclosure documents Obtain illustrations Preparing application forms (both online and paper) Print/save Factsheets and KIIDs and provide any other pre advice paperwork to accompany advice letters/emails Processing new business using Intelligent Office and associated service case workflows to ..... full job details .....