https://jobs.co.uk/job/financial-planning-administrator-mbf--742c3957-fca7-4ee4-ba47-6915bca7025e RSS feed for Financial Planning Administrator at mbf.. en-gb Thu, 11 Jun 2026 17:07:47 GMT https://jobs.co.uk/job/financial-planning-administrator-mbf--742c3957-fca7-4ee4-ba47-6915bca7025e https://jobs.co.uk/job/financial-planning-administrator-mbf--742c3957-fca7-4ee4-ba47-6915bca7025e Thu, 11 Jun 2026 11:51:59 GMT Location: Leeds | Salary: 27000.00-27000.00 Annual | Type: Permanent | 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, meeti... Permanent