Financial Planning Administrator

Financial Planning Administrator Leeds city centre Competitive salary - to around £32,000 but potentially higher for right person Excellent benefits and career development; An established, privately owned wealth management firm in Leeds is looking to appoint an experienced Financial Planning Administrator. Founded more than 20 years ago, the business provides bespoke financial planning and private wealth management advice to professionals, senior executives, entrepreneurs and other private clients. The firm advises across investments, retirement planning, tax planning and wealth protection, building long-term relationships and developing strategies around each client''s individual circumstances and objectives. This is an opportunity to join a close-knit team of Financial Advisers, Paraplanners and experienced support professionals. You will play an important role in maintaining accurate client records, processing new business and helping the firm deliver a high-quality service to its clients. The role Your responsibilities will include: Supporting Financial Advisers and Paraplanners with client administration Preparing and pre-completing application forms Producing costs and charges disclosure documents Obtaining illustrations and other provider information Preparing factsheets, KIIDs and supporting pre-advice documentation Submitting new business applications and investment trades through platforms and life companies Maintaining accurate records of transactions and trades ..... full job details .....