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Financial services administrator

York (North Yorkshire)
Reed Specialist Recruitment
Financial services administrator
£26,000 - £30,000 a year
Posted: 25 October
Offer description

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

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