Technical Support Administrator
3 days ago
Financial Services Administrator
Location: Wakefield
A well-established financial planning firm with proven success of developing high performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.
This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.
What will you do?
- Process new client applications, ensuring compliance with regulatory requirements.
- Maintain accurate client records using CRM systems and handle administrative tasks efficiently.
- Liaise with providers to gather plan information and complete regulatory calculations (e.g., carry forward, IHT).
- Prepare detailed reports and presentations for adviser meetings.
- Respond to client queries promptly, maintaining high standards of professionalism.
- Assist with processing investment transactions while adhering to compliance procedures.
- Stay informed about financial products and regulatory changes to ensure accuracy.
Preferred experience:
- A minimum of 2 years’ experience in financial services administration.
- An understanding of FCA regulations and compliance procedures.
- Proficiency in Microsoft Office and familiarity with CRM platforms.
- Excellent communication, organisation, and time management skills.
- Attention to detail, proactive attitude, and a commitment to professional development.
What's on Offer?
- Clear opportunities for salary progression.
- Discretionary bonuses, including production and performance-related incentives.
- Holiday allowance (25 days + bank holidays).
- Workplace pension and death-in-service benefits (4x salary).
- Supportive, inclusive, and collaborative workplace culture with development opportunities.
Working Hours:
- Monday–Thursday: 9:00–17:00
- Friday: 8:30–16:30
If you’re ready to make an impact in a thriving financial services environment and further your career, we’d love to hear from you
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