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Hybrid Financial Planning Administrator

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: mbf.
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 32000 GBP Yearly GBP 32000.00 YEAR
Job Description & How to Apply Below
A respected national wealth management firm in Leeds is hiring a Financial Planning Administrator. The role focuses on supporting Financial Planners in delivering superior service to a diverse clientele. Responsibilities include managing client documentation, liaising with third-party providers, and preparing essential meeting materials. Ideal candidates should have experience in financial planning administration and demonstrate strong organizational skills. This position offers a competitive salary around £32,000 plus bonus, with a hybrid working option.
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