Financial Planning Administrator

Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical administrative support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity.The RoleBuild & maintain strong relationships with the Wealth Planners and their clientsWork closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomesAssist Wealth Planners to maintain and manage their client banksAssist with managing Wealth Planner diariesEnsure client reviews are timely & appropriate as per documented service levels and in line with regulationEnsure that client files pre & post meeting contain all relevant information and paperworkBe responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Wealth Planner and ClientEnsure all initial, on-going and client paid fees are checked and reconciledSupport the Wealth Planners to seek out and nurture opportunities for new business assisting with client research on behalf of Wealth Planner maximising output from the existing client bank, and on-boarding prospective new clientsAssist the Wealth Planner to explore opportunities for referrals & professional connection introductionsKeep abreast of Wealth Planner and Hub targets, adding value to their achievementMaintain a basic level of industry knowledge through private reading/attending workshops etc. Skills & ExperienceThe successful candidate may demonstrate the following:Essential:Minimum 3 years administrative experience in an IFA / Wealth environmentGood knowledge of the use of various provider platformsResponsibility, accountability and the ability to be pro-active and intuitive in roleAttention to detail and pride in workStrong communicator, Written, Verbal, and listeningPackageup to £34,000Excellent benefits including Pension contribution, PMI, Group Life, Group Income ProtectionStudy supportFull time, hybrid, LeedsThis organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.You will be joining a well known and highly respected organisation where you can start an exciting career.