Technical Support Administrator

3 days ago


Wakefield UK, West Yorkshire, United Kingdom Ellis James Partners Full time

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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