Location
Wakefield
Salary Competitive TypePermanent WorkplaceOn-Site Ref89310
Recruiter Managing This Role
Financial Services Administrator Wakefield | £25,000 + Bonus & Benefits
A growing financial planning firm is seeking a motivated and experienced Administrator to join their support team.
The Role:
1. Handle client onboarding, transactions, and queries, ensuring accuracy and compliance.
2. Perform regulatory and technical calculations, liaise with providers, and maintain up-to-date knowledge.
3. Maintain accurate CRM records, prepare reports and presentations for Advisers, and support process improvements.
Candidate Requirements:
4. Minimum 2 years experience in financial services administration.
5. Knowledge of FCA regulations and compliance requirements.
6. Proficient in Microsoft Office and comfortable with CRM systems.
7. Strong attention to detail, organisation, and communication skills.
8. Positive, proactive, and collaborative.
Whats On Offer:
9. Competitive salary (£25,000) with potential discretionary bonus.
10. 25 days holiday plus bank holidays.
11. Pension scheme and life assurance.
12. 35-hour working week, structured career development, and a supportive team environment.