Search Consultancy Ltd
Leeds, UK
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...
