Financial Planning Administrator

Financial Planning AdministratorLocation: Leeds (Hybrid)Salary: Up to £32,000 + BonusJob Type: Full-time, PermanentAre you an experienced Financial Services Administrator looking to join a supportive, growing business where your career can truly progress? Our client - a well-established independent financial planning firm - is expanding and looking for a detail-driven administrator to join their friendly team.This is a fantastic opportunity to join a people-focused organisation with a great reputation, modern working practices, and a positive, collaborative culture.The RoleAs a Financial Planning Administrator, you''ll play a key role in supporting Financial Planners and ensuring clients receive an exceptional service. Your work will help advisers stay focused on delivering high-quality financial planning.Day-to-day responsibilities include:Processing new business applicationsRequesting and chasing information from product providersPreparing client review packs and supporting documentationUpdating and maintaining accurate client recordsProducing illustrations and policy informationArranging client meetings and managing adviser diariesResponding to client queries via phone and emailProviding general back-office and administrative supportAbout YouWe''d love to hear from you if you have:Experience as a Financial Services Administrator (2+ years ideal)Strong organisational skills and attention to detailExcellent written and verbal communication skillsConfidence using Microsoft ..... full job details .....