https://jobs.co.uk/job/financial-planning-administrator-search-consultancy-ltd--801e66b0-37ca-43eb-866b-96215bba3ebc RSS feed for Financial Planning Administrator at Search Consultancy Ltd. en-gb Wed, 07 Oct 2026 21:26:46 GMT https://jobs.co.uk/job/financial-planning-administrator-search-consultancy-ltd--801e66b0-37ca-43eb-866b-96215bba3ebc https://jobs.co.uk/job/financial-planning-administrator-search-consultancy-ltd--801e66b0-37ca-43eb-866b-96215bba3ebc Tue, 06 Oct 2026 23:00:00 GMT Location: Leeds | Salary: £35000 - £40000/annum | Type: Permanent | Technical Financial Planning Administrator Location: Leeds Salary: Competitive + Benefits About the Opportunity An 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 Responsibilities Supporting 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 throug... Permanent