Job Description

Financial Services Administrator

Wakefield

25,000 + bonus + excellent benefits

Are you an experienced Financial Services Administrator looking to join a professional, supportive, and fast-growing firm? Our client, a reputable and expanding wealth management practice, is seeking a proactive and detail-driven administrator to join their established support team.

This is an exciting opportunity for someone who thrives in a regulated environment, enjoys delivering exceptional client service, and is confident supporting advisers with high-quality administrative and technical work.

The Role

As a key member of the Administration Support Team, you will ensure the smooth and compliant running of client accounts, working closely with Financial Advisers and liaising with providers and clients daily.

Your responsibilities will include:

Client Administration

Processing new client applications and onboarding documentation Supporting investment transactions and ensuring all processes meet FCA compliance requirements Communicating with clients professionally to collect information and resolve queries Managing day-to-day client servicing tasks

Technical & Compliance Support

Completing technical calculations (e.g., critical yields, carry forward allowances, IHT-related assessments) Obtaining detailed plan and scheme information from product providers Keeping up to date with financial products, regulations, and compliance standards

Data & Reporting

Maintaining accurate client records on the CRM system (Salesforce) Preparing reports, documents, and meeting packs for advisers Contributing to continuous improvement of internal processes and workflows

About You

At least 2 years' experience

in Financial Services administration Strong understanding of

FCA regulations and compliance processes

High levels of accuracy, attention to detail, and organisational skill Confident communication skills, both written and verbal Proficiency in Microsoft Office and the ability to learn new systems (Salesforce experience is beneficial) A positive, proactive attitude and a collaborative approach

Benefits & Package

25,000 base salary

with clear development-based salary progression

Up to 15% discretionary bonus

(production + performance)

25 days holiday

plus bank holidays

Workplace pension scheme

Life assurance

(4x salary)

Additional appraisal reward day

Friendly, supportive working culture with genuine career progression opportunities
Job Types: Full-time, Permanent

Pay: From 25,000.00 per year

Benefits:

Company pension On-site parking
Work Location: In person