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Financial Services Administrator

Full Time in Admin Support
  • Calder Park, Peel Avenue, Wakefield, UK View on Map
  • Salary: £23,000 - £25,000
  • Additional package info + attractive annual bonus, study support & full company benefits

Job Description

The Company: A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team.

  • Office Location: Wakefield
  • Hybrid/Home Working: No – 100% office-based


Package: £23-25k base + annual bonus and full company benefits:

  • 25 days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance
  • Highly rewarding bonus structure (Up to 10%) based on business performance
  • Standard hours: 9am-5pm


The Role: The remit here is dedicated support for the day-to-day administration of the practice including regulatory requirements, client servicing, system administration and diary management:

  • Process new client applications and ensure all necessary paperwork is completed accurately
  • Maintain accurate and up-to-date client records on the CRM platform (Salesforce)
  • Liaise with third party providers to gather plan information.
  • Conduct critical yield calculations and demonstrate a strong understanding of regulatory calculations such as carry forward allowances and Inheritance Tax (IHT) calculations.
  • Liaise with clients to gather information and complete account administration tasks.
  • Assist with processing client investment transactions, ensuring adherence to compliance procedures.
  • Prepare reports and presentations for Financial Advisers.
  • Manage client queries and resolve issues promptly and professionally.
  • Maintain a strong understanding of current financial products and regulations.
  • Contribute to the development and implementation of efficient administrative processes.


The Person: Private wealth focused administration support exposure is required here, with 2+ years’ hands-on practical experience the ideal:

  • Essential: 2+ years’ experience processing investments and/or pensions business
  • Essential: Experience of managing & building relationships with private wealth clientele


What next? Follow the link attached to send an up-to-date CV. Further questions? Feel free to get in touch directly on the details below: Chris – 07891479277 | |

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