Technical Financial Planning Specialist

Company: Search Consultancy Ltd
Apply for the Technical Financial Planning Specialist
Location: Morley
Job Description:

Search Consultancy Ltd is recruiting a Technical Financial Planning Administrator in Leeds. You will support a team of Financial Advisers by handling end-to-end client administration, including new business applications, valuations, and documentation to ensure compliant, efficient service.

The role suits an experienced administrator who enjoys the technical side of financial planning, delivering accurate work and maintaining meticulous records.

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Posted: October 9th, 2026