Senior Financial Services Administrator Self employed hourly rate £15-17 dependent on experience
Part-time, 20-25 hours per week
Hybrid / Home-based must be able to commute to York
James’s Place Wealth Management, are now looking for an experienced and motivated Senior Financial Services Administrator.
This is an excellent opportunity for a professional with a background in financial planning or wealth management to support a client-focused practice offering flexibility, autonomy, and the potential to progress towards a paraplanning role.
Our client is based in York and provides bespoke financial planning and wealth management services to private clients, families, and business owners. Submitting and tracking new business applications across pensions, investments, and protection products
Processing fund switches, withdrawals, and policy servicing requests
Maintaining and updating client records and CRM systems to ensure accuracy and compliance
James’s Place head office and product providers to progress applications and resolve queries
Supporting with research, illustrations, and the preparation of suitability reports (with the option to progress into paraplanning over time)
The successful candidate will be an experienced financial services administrator who is organised, proactive, and confident in managing a varied workload. You will have a keen interest in financial planning and a desire to grow your skills and knowledge.
Essential qualities and experience:
Previous experience in an administrative role within a financial planning or wealth management setting
Solid understanding of financial products, including pensions, investments, and protection
Comfortable working remotely, with occasional in-person meetings in the York area
IT-literate, with experience using back-office systems or CRM software
Previous experience supporting a financial adviser in a small or boutique practice
Benefits: Career development opportunities, flexible working, and study support available for the right candidate