Financial Planning Administrator (12 month FTC)

  • Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £20000 - £23000 per annum + market leading benefits package,bonus

  • Contact:

    David Elders

  • Contact email:


  • Job ref:


  • Published:

    22 days ago

  • Duration:

    12 months

  • Expiry date:


  • Start date:


  • Consultant:

    David Elders

Financial Services Administrator
Leeds city centre
12 month Fixed Term Contract

£20,000 - £23,000 + market leading benefits, flexible hybrid working, bonus

My client are an award winning Financial Planning organisation and they are looking to add a Valuations and New Business Processing Administrator to their existing support team to work out of their office in Leeds city centre. This role is to cover maternity leave for 12 months.

The role will be to provide top quality administration support to the Advisors specifically within the provision of accurate and efficient valuations. You will develop strong relationships with third party product providers and deliver a first rate service to the advisors and their clients. The work involved has to adhere to strict industry regulations so needs to be completely quickly but also accurately and to high standard so someone with good organisational, time management and attention detail skills is a must.

The ideal candidate will have experience working within a support function in an IFA/Wealth Management organisation and preference would be given to those with existing Valuations experience. If you have a more general financial services background but wish to forge a long term career in an financial planning environment then please also get in touch to discuss. Individuals with no financial services experience will not be considered unfortunately.

In return you will receive a competitive salary plus market leading benefits and join a business where progression is actively encouraged and you will receive full support to acquire industry qualifications. There is also flexible home/office working available too.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.