https://jobs.co.uk/job/financial-planning-administrator-search--bfdeee6b-0994-4dc5-af74-dd9c1a850d64 RSS feed for Financial Planning Administrator at Search. en-gb Wed, 10 Jun 2026 10:42:07 GMT https://jobs.co.uk/job/financial-planning-administrator-search--bfdeee6b-0994-4dc5-af74-dd9c1a850d64 https://jobs.co.uk/job/financial-planning-administrator-search--bfdeee6b-0994-4dc5-af74-dd9c1a850d64 Wed, 03 Jun 2026 23:00:00 GMT Location: Leeds | Salary: £27000 - £30000/annum | Type: Permanent | Financial Planning Administrator Location: Leeds Salary: -27,000 - -30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities * Processing new business applications across pensions, investments and protection products * Managing Letters of Authority (LOAs) and obtaining information from providers * Preparing client review packs and supporting ongoing servicing requirements * Liaising with clients, providers, advisers and paraplanners to progress cases efficiently * Maintaining accurate client records and updating back-office systems * Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date * Supporting Anti-M... Permanent