Wakefield
Financial Services Administrator – Wakefield | £25,000 + Bonus & Benefits
A growing financial planning firm is seeking a motivated and experienced Administrator to join their support team.
The Role:
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Handle client onboarding, transactions, and queries, ensuring accuracy and compliance.
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Perform regulatory and technical calculations, liaise with providers, and maintain up-to-date knowledge.
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Maintain accurate CRM records, prepare reports and presentations for Advisers, and support process improvements.
Candidate Requirements:
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Minimum 2 years’ experience in financial services administration.
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Knowledge of FCA regulations and compliance requirements.
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Proficient in Microsoft Office and comfortable with CRM systems.
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Strong attention to detail, organisation, and communication skills.
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Positive, proactive, and collaborative.
What’s On Offer:
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Competitive salary (£25,000) with potential discretionary bonus.
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25 days’ holiday plus bank holidays.
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Pension scheme and life assurance.
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35-hour working week, structured career development, and a supportive team environment.