Financial Planning Administrator

Financial Planning Administration

Location: Leeds, West Yorkshire
Salary: £32,000 DOE + BONUS

Full Time Hybrid Opportunity

We are currently representing a forward-thinking and growing national company who pride themselves on being the best in what they do. Build your career as a Financial Administrator and obtain support and opportunity to continue your development in your career within Financial Services.
We are looking for a dynamic, resilient and ambitious candidate who wants to drive their own performance, and earnings based on your own hard work.

What you will be doing as a Financial Planning Administrator

• Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
• Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
• New Business Submission: use client database to track new business and current position, updating planner accordingly.

The Key Skills and Experience required of the Financial Planning Administrator

• Minimum of two year in a Financial Services Administration Role is required
• Proficient IT skills, basic spread sheet and database knowledge
• Good planning and effective organisational skills
• Honesty and integrity
• Methodological approach to work

Benefits

• 28 days holiday, plus bank holidays
• Flexible hybrid working
• Birthday day off
• Income protection for up to 5 years
• 4x salary death in service
• 5% matched pension contributions
• Access to qualification support (to support future career aspirations).
• Competitive bonus scheme

If you are interested in the role, and want to know more, please apply or call the Leeds CCD team at Search for more information.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.