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Financial Planning Administrator

Location: LEEDS, WEST YORKSHIRE Salary: 18000 - 21000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: FULL TIME Applications: N/A
Posted: 3 months ago Reference: 3089475
Financial Planning Administrator - Leeds

Are you seeking a position with a company that can offer ongoing training and long term career opportunities? Do you enjoy dealing with queries and administrative support to colleagues and clients? If so we have an exciting career opportunity as a Financial Planning Administrator for a reputable Financial Services company in Leeds.

Pay upto £21,000

As a Financial Planning Administrator, you will be xontributing towards the effective running of the department through maintenance of the data on the Financial Planning system, contributing to other office tasks and any projects undertaken by the Financial Planning Admin team.


As the successful Financial Planning Administrator your duties will be as follows:
Input & maintain accurate data
Deal professionally with internal and external queries
Accurate preparation of documents
Liaise with team members and other departments as required
Undertake administration duties as specified by Department Supervisor/Manage
Completion of all mandatory compliance training.
Completion of all mandatory compliance training.
You must have the following:
Previous relevant office administration gained within the financial services industry
Demonstrate an ability to learn quickly and apply knowledge.
Demonstrate experience of providing high quality administrative support and customer service.
Educated to a minimum of Higher/A Level or Degree or equivalent standard.
Studying or willing to study towards relevant industry qualifications.
Computer literacy e.g. Excel, Word, PowerPoint, Outlook. Experience of Advisor Office/1st Software would be advantageous although not essential.


As the successful Financial Planning Administrator, in return you will be offered with the relevant training, support, progression options and exposure to technical work to help you to develop your skill set as well as your career. You will receive a competitive salary dependent on your experience, working hours Monday to Friday between the hours of 9am and 5pm and comprehensive benefits.


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