Financial Planning Administrator

The Company: A fully independent financial planning business providing straightforward, personal advice to clients across the UK is looking to recruit a Financial Planning Administrator into its Central Leeds site. With a strong focus on long-term client relationships and consistently high standards of service, they are now looking to bring in an experienced Senior IFA Administrator to support their Financial Advisers and wider advice team. This is a role suited to someone who is confident managing their own caseload, enjoys direct client and provider contact and is looking for an opportunity with potential progression towards Paraplanning. Office Location: Central Leeds Working Setup: Hybrid - 1-day WFH per week Hours: 37.5 hours per week - usual hours 9am-5.30pm with a 4pm finish on Fridays Package: £32-35k base DOE + annual performance-related bonus and full company benefits: Key Benefits: 5% Pension, 4x DIS, Employee Assistance Programme, free mortgage advice and ongoing professional development Holidays: 25-days + bank holidays increasing up to 30-days Additional: Annual salary review, performance-related bonus, holiday purchase/sale scheme and regular social events The Role: A varied Senior IFA Administration role providing experienced, end-to-end support to Financial Advisers across the full client journey. The successful individual will take ownership of their own caseload, ensuring cases are progressed efficiently, clients are kept updated and all ..... full job details .....