Financial Services Administrator

3 days ago

Wakefield, United Kingdom CLD Recruitment (Leeds) Ltd Full time

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 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 CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds. #J-18808-Ljbffr

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