Financial Planning Administrator

The Company: Regionally sized IFA firm based in North Leeds who are looking to recruit an Financial Planning Administrator in support of a very high-performing Financial Planner on a dedicated, 1 to 1 consultative support type basis. This a superb opportunity for someone with administrative experience looking for a structured development path into more technical work across the next 6-12 months. Office Location: Moortown, North Leeds Working Setup: Office based Hours: Full-time - Mon/Fri Package: £32-35k base DOE + bonus and full company benefits Benefits: Pension, 4xDIS + full study support (CII) Holidays: 23-days holiday + stats Bonus: Discretionary - Paid annually The Role: A technical support focused remit geared around supporting multiple high performing financial advisers, working in HNW circles from an administration perspective. Sitting alongside a paraplanner your responsibilities will include: New business processing Preparing client review pack for client meetings Obtaining quotations/valuations Dealing with product providers and managing relationships accordingly Managing client relationships and being the first point of contact for technical queries as required Database management Assistance with client business development and marketing materials Basic paraplanning and suitability report compilation - ISA transfers, lump sum investments etc The Person: This opportunity will suit an FS industry experienced administrator who can deal with a breadth ..... full job details .....