Financial Planning Administrator

Financial Planning Administrator - Financial ServicesLocation: Leeds (Hybrid Working Available)Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefitsJob Type: Full-time, PermanentA highly respected and growing, National wealth and investment management firm in Leeds is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.About the Role:As a Financial Planning Administrator, you''ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You''ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.Key Responsibilities:Provide administrative support to Financial PlannersMaintain accurate client records and update internal systemsLiaise with clients and third-party providers to gather and process informationPrepare valuations, meeting packs, and documentationAssist with new business onboarding, including AML and account setupPromote and support use of digital tools with clientsIdentify and report any risks or breaches in line with company policyAbout You:2+ years'' experience in a financial services administrative ..... full job details .....