https://jobs.co.uk/job/financial-planning-administrator-reed--8ef6e1d3-ecde-41db-ae53-d85437ad42b9 RSS feed for Financial Planning Administrator at Reed. en-gb Sat, 18 Jul 2026 08:47:31 GMT https://jobs.co.uk/job/financial-planning-administrator-reed--8ef6e1d3-ecde-41db-ae53-d85437ad42b9 https://jobs.co.uk/job/financial-planning-administrator-reed--8ef6e1d3-ecde-41db-ae53-d85437ad42b9 Fri, 17 Jul 2026 11:51:52 GMT Location: Leeds | Salary: 27000.00-27000.00 Annual | Type: Permanent | 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 email... Permanent