Job Description
Financial Services Administrator - Wealth Management (Hybrid Working)Location: South of York
A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements.
The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence.
Key Responsibilities:
- Provide administrative support to financial advisers and paraplanners
- Process new business applications and maintain accurate client records
- Liaise with providers and clients to ensure smooth onboarding and servicing
- Prepare documentation and reports for client meetings
- Ensure compliance with regulatory requirements and internal procedures
Ideal Candidate:
- Previous experience in financial services administration (IFA or wealth management environment preferred)
- Strong organisational and communication skills
- Proficient in using financial platforms and CRM systems
- Ability to work independently and as part of a team
- A proactive attitude and commitment to delivering high standards
What's on Offer:
- Hybrid working with flexibility around location
- Competitive salary (dependent on experience)
- Supportive team culture with opportunities for progression
- Exposure to a high-quality client base and professional environment
This is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future.
