Financial Services Administrator - Wealth Management (Hybrid Working)
Location: South of York
A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements.
The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence.
Key Responsibilities:
Provide administrative support to financial advisers and paraplanners
Process new business applications and maintain accurate client records
Liaise with providers and clients to ensure smooth onboarding and servicing
Prepare documentation and reports for client meetings
Ensure compliance with regulatory requirements and internal proceduresIdeal Candidate:
Previous experience in financial services administration (IFA or wealth management environment preferred)
Strong organisational and communication skills
Proficient in using financial platforms and CRM systems
Ability to work independently and as part of a team
A proactive attitude and commitment to delivering high standardsWhat's on Offer:
Hybrid working with flexibility around location
Competitive salary (dependent on experience)
Supportive team culture with opportunities for progression
Exposure to a high-quality client base and professional environmentThis is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future