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Financial Planning Administrator

Job description

My client is successful and highly respected Wealth Management Practice in Leeds. They are currently looking for an experienced Financial Planning Assistant to join their team.


  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards
  • Process all business in accordance with required process
  • Assess clients file documentation in accordance with compliance requirements
  • Identify and correct remedial actions as required
  • Be aware and act upon any compliance issues; complete documentation required
  • Accurately record all client facing time
  • Coordinate billing of fees with Wealth Adviser for invoicing
  • Request policy information from product providers/3rd Party/ via email/fax/telephone
  • Coordinate and produce client valuations
  • Develop and maintain effective relationships with clients, colleagues and 3rd party's
  • Be aware and act upon any compliance and quality issues
  • Any other tasks as and when required requested by your line Manager

Previous experience in an IFA environment is essential.

Company offers a very impressive benefits package and the opportunity to work hybrid...

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