Yorkshire IFA Admin: FCA Compliance & Client Service in Kirk Ella

Yorkshire IFA Admin: FCA Compliance & Client Service in Kirk Ella

Kirk Ella Full-Time On-site
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Next Chapter Financial Planning Limited is seeking a Financial Services Administrator to join our Barnsley or Kirk Ella offices. This role supports end-to-end advice and ensures FCA/GDPR compliance across client files and back-office processes.

You will handle new business paperwork, servicing requests, provider liaison, client review packs, and workflow monitoring, contributing to a high standard of service within a collaborative team.

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Contact Details:

Next Chapter Financial Planning Limited Recruitment Team