Job description

  • Location:
  • Employee Type:
  • Department:
    Financial Planning Team
  • Division:
    IWI Financial Planning
  • Employment Type:
    Full time
  • Salary:

Financial Planning Administrator (4690)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Role: Financial Planning Administrator

Location: Leeds

Team Description

Central Administration Unit for Financial Planning responsible for the processing of all business generated by the front office.  This includes new and existing business for both individual and corporate clients, providing annual and ad hoc valuations for our clients and recording/matching all income received from product providers and clients for advice given.  

Role Purpose

To administer new and existing business submitted by the Financial Planning team

Primary Accountabilities

Main Tasks:

  • Input & maintain accurate data
  • Deal professionally with internal and external queries
  • Accurate preparation of documents
  • Liaise with team members and other departments as required
  • Undertake administration duties as specified by Department Supervisor/Manager

Role Specific Tasks:

Process new business from proposal to policy issue, including any cash handling and production of fees.

Process amendments for existing clients.

Accurately load new and maintain existing client data on FP Administration System.

Maintain a regular diary system to enable the efficient tracking of all workflow items.

Ensure accurate records are maintained detailing the progress of work flow items including saving all documents to client records.

Assist with the production and issue of client valuations.

Collate & Submit monthly statistical data as agreed with department manager.

Undertake other such tasks as directed to assist with the smooth running of the department

Skills, Knowledge & Experience Required


  • Good Attention to detail.
  • Excellent telephone manner, listens actively and questions to clarify own understanding.
  • Written communication grammatically correct, with good spelling and punctuation.
  • Prioritises and makes effective use of time with good organisation skills.


  • Life and Pensions administrations experience
  • Processing new applications for Investment Bonds, Pensions, Protection Products, Off shore bonds
  • Experience of new business and policy servicing administration
  • IRESS - Advisor Office package experience is desirable

Personal Attributes

  • Ability to work under pressure to set timescales.
  • Works cooperatively and effectively with colleagues to complete tasks and achieve targets.
  • Builds strong internal and external relationships.
  • Treats others with courtesy and understanding, remains friendly and approachable.

Close map
3 Wellington Place, Leeds, United Kingdom, LS1 4AP

Meet the recruiter

Thato Ramokhoase

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance