Administrator Team Support

3 days ago


Wakefield, Wakefield, United Kingdom Eden Rose Full time £25,000 - £35,000 per year

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

  • Handle client onboarding, transactions, and queries, ensuring accuracy and compliance.
  • Perform regulatory and technical calculations, liaise with providers, and maintain up-to-date knowledge.
  • Maintain accurate CRM records, prepare reports and presentations for Advisers, and support process improvements.

Candidate Requirements

  • Minimum 2 years' experience in financial services administration.
  • Knowledge of FCA regulations and compliance requirements.
  • Proficient in Microsoft Office and comfortable with CRM systems.
  • Strong attention to detail, organisation, and communication skills.
  • Positive, proactive, and collaborative.

What's On Offer

  • Competitive salary (£25,000) with potential discretionary bonus.
  • 25 days' holiday plus bank holidays.
  • Pension scheme and life assurance.
  • 35-hour working week, structured career development, and a supportive team environment.

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