Location: Leeds

Salary: Negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client is looking for a bright, conscientious individual to join our client friendly team.  You will provide high-quality administrative support to the Adviser population team in

producing high-quality written advice and maintaining our exceptional client service scores.

Main Duties

  • Provide high quality support to Advisers
  • Assist Advisers in the production and issuing of client advice, including liaison with
    product providers and undertaking product research
  • Prepare and issue client reviews including obtaining product specific information, for
    example switch fees and funds available and charges
  • Produce tables and build profiles on FE analytics
  • Issue client advice, correspondence and enclosures
  • Process all new business through to conclusion
  • Maintain task schedules and tracker spreadsheets to monitor service standards
  • Adhere to the FCA’s Conduct Rules
  • Act with honesty and integrity in all dealings with clients and peers alike

Personal Attributes

  • An excellent communicator – both verbal and written form
  • Able to work on your own initiative and see a task through to completion
  • A skilled problem-solver
  • A dedicated and well-organised individual with excellent attention to detail
  • Able to proactively manage your time, workload and multiple tasks on a daily basis to achieve client outcomes
  • A tenacious individual who makes sure processes and compliance issues have been
  • Able to work under pressure and meet tight deadlines and internal service standards
  • A team player within a strong team ethos
  • Highly skilled in the use of Microsoft Office products, in particular, Microsoft Excel

Experience / Qualifications

  • A minimum of 3 years financial planning experience
  • A proven track record in providing high quality technical administrative support
  • Experience of supporting advisers in a truly holistic business
  • The ability to use platforms to process new business and to create valuations
  • Experience of supporting busy advisers keeping them abreast of service standards and requirements

Benefits include:

  • A Competitive salary
  • 23 days holiday (3 to be taken at Christmas), bank holidays, the option to buy up to 10 days per year
  • Defined contribution pension matched up to 5% plus a National Insurance boost
  • 2 times salary death in service scheme
  • Access to flexible benefits platform and voluntary benefits


If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.