Financial Planning Administrator in Skipton

Armitage Search & Advisory - on behalf of a boutique Wealth Management client.

Armitage Search & Advisory is delighted to be partnering with a well-established, boutique Wealth Management firm in North Yorkshire in their search for an experienced Administrator to join their growing team.

This is an excellent opportunity for a detail-oriented administrator with a background in financial services to support a close-knit team of advisers, working across the full spectrum of client administration.

Key Responsibilities

The successful candidate will provide comprehensive administrative support across all areas of the business, including:

• Pensions administration (including SIPPs and workplace schemes)
• Investment and platform administration
• New business processing and client onboarding, including AML/KYC checks
• Preparing valuations, portfolio reports and client review packs
• Liaising with product providers, platforms and third parties on behalf of clients
• Maintaining accurate client records and CRM/back-office systems
• Diary management and preparation for adviser/client meetings
• Ensuring compliance with regulatory requirements and maintaining accurate file notes

What Our Client Is Looking For

• Previous administration experience within Wealth Management, IFA, or Financial Planning environment
• Strong working knowledge of pensions and investment products
• Excellent organisational skills and high attention to detail
• Confident communicator, comfortable liaising with clients and providers

Location: North Yorkshire (office-based/hybrid - details on application)

This is a fantastic opportunity to join a boutique, reputable firm known for its high standard of client service, with genuine scope for progression.