Financial Services Administrator - Wealth Management Wakefield £25,000-£27,000 Bonus Benefits We're working with a respected and growing wealth management firm in Wakefield that's part of a national advisory network. They're looking for an experienced administrator who's ready to take ownership of client processes, support advisers directly, and deepen their technical knowledge in financial planning. This is a brilliant next step for someone with 2 years in financial services admin - especially if you've worked in a regulated environment and want to build toward paraplanning or compliance. What you'll be doing: Managing client onboarding and investment transactions with accuracy and care. Liaising with providers and clients to gather key information and resolve queries. Supporting advisers with meeting prep, reports, and CRM updates (Salesforce). Handling technical calculations like critical yield and IHT allowances. Contributing to process improvements and compliance best practice. What you'll bring: At least 2 years' experience in financial services admin (SJP experience a plus). Strong working knowledge of FCA regulations and compliance standards. Confidence with Microsoft Office and CRM systems. Exceptional attention to detail and a proactive mindset. A collaborative attitude and desire to grow within the role. What's on offer: £25,000 base salary with clear progression pathways. Up to 15% bonus (10% production 5% performance). 25 days holiday bank holidays appraisal reward day. Pension & life assurance (4x salary). Supportive team culture with structured development. If you're ready to step into a more technical, adviser-facing role, and want to be part of a firm that values precision and progression - we'd love to hear from you