Financial Services Administrator Location: Wakefield
A well-established financial planning firm with proven success of developing high performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.
This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.
What will you do?
Process new client applications, ensuring compliance with regulatory requirements.
Maintain accurate client records using CRM systems and handle administrative tasks efficiently.
Liaise with providers to gather plan information and complete regulatory calculations (e.g., carry forward, IHT).
Prepare detailed reports and presentations for adviser meetings.
Respond to client queries promptly, maintaining high standards of professionalism.
Assist with processing investment transactions while adhering to compliance procedures.
Stay informed about financial products and regulatory changes to ensure accuracy.
Preferred experience: A minimum of 2 years' experience in financial services administration.
An understanding of FCA regulations and compliance procedures.
Proficiency in Microsoft Office and familiarity with CRM platforms.
Excellent communication, organisation, and time management skills.
Attention to detail, proactive attitude, and a commitment to professional development.
What's on Offer?
Clear opportunities for salary progression.
Discretionary bonuses, including production and performance-related incentives.
Holiday allowance (25 days + bank holidays).
Workplace pension and death-in-service benefits (4x salary).
Supportive, inclusive, and collaborative workplace culture with development opportunities.
Working Hours: Monday–Thursday: 9:00–17:00 Friday: 8:30–16:30 If you're ready to make an impact in a thriving financial services environment and further your career, we'd love to hear from you!