Swarm Recruitment
Senior Financial Planning Administrator
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Senior Financial Planning Administrator
About the Company
Swarm Recruitment is delighted to be partnering with an established and highly respected independent financial planning firm based in Yeadon, North Leeds. The firm pride themselves on delivering a personal, relationship-led service to its clients, helping individuals and families achieve their financial goals through tailored advice and long-term planning. The business has built a strong reputation for providing high-quality advice across pensions, investments, protection, trusts, and estate planning, with client care sitting at the heart of everything they d
o.
About the
Role
Due to an upcoming maternity leave, the firm is seeking an experienced Senior Financial Planning Administrator to join the team on a 12-month fixed-term contract. This is a key hire within the business, replacing a highly experienced team member and supporting advisers with more complex technical administration duties. While initially offered as a maternity cover position, the company has ambitious growth plans and would be open to retaining the successful candidate on a permanent basis should the right long-term opportunity arise. This role will suit an experienced financial planning administrator who enjoys the technical side of administration and is confident working with pensions, investments, trusts, bonds, trades, and new business processing within a fast-paced IFA enviro
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nment.
Responsi
bilities
Processing new business applications across pensions, investments, protection, trusts, and inheritance ta x productsObtaining and verifying Anti-Money Laundering (AML) requirements for new and existi ng clientsPreparing annual review packs and supporting documentation for clien t meetingsProcessing transactions, trades, and fund switches both on and of f platformSupporting advisers with complex technical administration re quirementsHandling deceased client cases with professionalism, sensitivity, an d accuracyManaging letters of authority and liaising with product providersResponding to client and adviser queries in a timely and professio nal mannerMaintaining accurate client records and compa ny systemsActing as a key point of contact for advisers, clients, and providersEnsuring all work is completed in accordance with FCA regulations and company
procedures
Qu
alifications
Minimum 2 years' experience within an IFA, Wealth Management, or Financial Planning admin istration roleSignificant experience processing new business across pensions, investments, protection, trusts, and estate pla nning productsStrong technical administration experience within Fina ncial PlanningKnowledge of trusts, bonds, inheritance tax planning, and deceased client processes would be highl y advantageousExperience processing trades, fund switches, and platfor m transactionsStrong understanding of provider platforms and financial pla nning productsExperience maintaining client records and supporting advisers within a regulat ed environmentExcellent Microsoft Office skills, including Word, Exce l, and OutlookStrong communication and client relationship man agement skillsHighly organised with exceptional atten tion to detailA proactive and resourceful approach with a genuine commitment to
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client service
Pay range and comp
ensation package
Competitive salary depen ding on experienceHybrid Working AvailableFlex ible Working HoursStudy Support Towards Financial Servi ces QualificationsFr ee On-Site ParkingOpportunity for Permanent Employment Following C ontract CompletionSupportive and Collaborativ e Team Environment25 days Holid
ay + Bank Holidays
Equal O
pportunity Statement
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarde
d to you if requested.
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