Financial Services Administrator in Wakefield

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.

#J-18808-Ljbffr