Financial Planning Administrator

Description:

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 workBenefits

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 schemeIf 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