Job Title: Financial Planning Administrator
Location: Nostell Priory, Wakefield, West Yorkshire
Salary: £25,500 - £30,000.00 per annum (Dependent on experience & Qualifications)
Job Type: Full-time, Permanent
Reports to: Company Director
About us
We are an award-winning independent financial advice practice based in Nostell Priory, Wakefield, West Yorkshire, known for delivering high-quality, personalised financial planning services to individuals and businesses. As our practice continues to grow, we are looking for a detail orientated and motivated Financial Planning Administrator to join our close-knit team.
The Role
As a Financial Planning Administrator, you will play a key role in supporting the financial planning process by ensuring that client records, documentation, and recommendations are prepared and maintained to the highest standard. Working closely with the Financial Advisers, and Paraplanners, you'll ensure that all administrative and pre-advice tasks are completed efficiently, accurately, and in a compliant manner.
This position would suit an individual with experience in financial services administration and a desire to grow within a professional and client-focused environment.
Key Responsibilities
* Prepare and process letters of authority, valuations, and provider communications
* Maintain accurate client records using our internal back-office system.
* Liaise with providers and clients to obtain information needed for research preparation.
* Manage diary appointments, follow-up tasks, and ensure the smooth progression of cases
* contact clients to arrange annual review meetings or new advice meetings.
* Provide administrative support to Paraplanners and Financial Advisers
* Ensure all documentation and communications meet FCA compliance standards
* Keep up to date with changes in financial products, services, and regulation
* File preparation
* Letter writing
* PLEASE NOTE - This is an administrative role with some technical requirements surrounding pensions, investments and protection, however full training will be provided.
Skills & Experience Required
* Previous experience in a financial advice or wealth management firm (minimum 2 years preferred)
* Strong organisational and time-management skills
* Excellent attention to detail and ability to manage multiple priorities
* Proficient in Microsoft Office (Word, Excel, Outlook)
* Familiarity with back-office systems is desirable
* Understanding of financial products, pensions, investments, and protection
* Excellent written and verbal communication skills
* A proactive and professional approach to client service
What We Offer
* Competitive starting salary
* Supportive working environment in a professional and friendly team
* Opportunities for career development and training
* Private Healthcare
* Company Pension Scheme
* 30 days holidays
* Free on-site parking
* Office-based role with standard working hours (Monday to Friday)
* On site café
* Free bicycle hire
* National Trust grounds access
* Team events/nights out
* Site activities such as Yoga, Boot Camp, Bee Keeping, Readers book club plus much more
Immediate start available.
This is a fast paced environment, working often to strict deadlines. Please only apply if you are confident you are able to perform adequately in this role.
How to Apply:
Please send your CV and a brief covering letter outlining your suitability for the role to
Join our award-winning team and play a key role in the continued success of a respected and client-focused financial advisory firm.
Closing date for applications 10th October 2025
Job Types: Full-time, Permanent
Pay: £25,500.00-£30,000.00 per year
Work Location: In person