Financial Planning Administrator

Technical Financial Planning Administrator Location: Leeds Salary: Competitive + BenefitsAbout the OpportunityAn established and highly regarded financial planning firm is looking to appoint a skilled and technically capable Financial Planning Administrator to support a team of Financial Advisers.This role would suit an experienced administrator who enjoys the technical side of financial planning and takes pride in delivering accurate, compliant, and efficient client support. The successful candidate will play a key role in the end-to-end client journey, ensuring advice processes run smoothly while maintaining exceptional attention to detail.Key ResponsibilitiesSupporting Financial Advisers with administration.Preparing and processing new business applications across pensions, investments, protection, and retirement planning products.Managing provider and platform correspondence, including obtaining valuations and policy information.Producing client review packs and ensuring documentation is prepared ahead of meetings.Maintaining accurate client records and updating the CRM system.Monitoring business pipelines and proactively progressing cases through to completion.Liaising with providers, clients, and third parties to resolve queries efficiently.Assisting with fund switches, withdrawals, pension transfers, and other servicing activities.Ensuring all documentation meets regulatory and compliance requirements.Supporting the implementation of financial planning ..... full job details .....