Job Description
Location: Wakefield, WF2
Salary: 25,000 per annum + benefits & bonus opportunities
Are you an experienced administrator with a strong background in financial services? Do you thrive in a fast-paced, client-focused environment where accuracy and compliance are key? If so, this could be the perfect opportunity for you.
About the Role
We are a rapidly growing wealth management practice seeking a highly motivated individual to join our administration support team. In this role, you'll play a central part in ensuring the smooth and compliant operation of client accounts, supporting our advisers, and delivering exceptional service to our clients.
What You'll Be Doing
Client Administration:
- Efficiently process new client applications and onboarding paperwork in line with FCA regulations.
- Assist with investment transactions, ensuring compliance at every step.
- Communicate proactively with clients to gather information and resolve queries promptly.
Technical & Regulatory Support:
- Carry out key calculations such as critical yield analysis and understand regulatory allowances like carry forward and IHT.
- Liaise with providers to obtain accurate plan and scheme details.
- Keep up-to-date with financial products, platforms, and regulatory requirements.
Data & Process Management:
- Maintain accurate client records on our CRM system (Salesforce).
- Prepare detailed reports and presentations for adviser meetings.
- Contribute to improving processes and enhancing efficiency across the team.
What We're Looking For
- Minimum 2 years' experience in a similar financial services administrative role.
- Strong knowledge of FCA regulations and compliance standards.
- Proficiency in Microsoft Office and confidence with CRM systems.
- Exceptional attention to detail, organisational skills, and ability to prioritise.
- Excellent communication skills and a proactive, team-oriented attitude.
What's on Offer
- Competitive Salary: 25,000 per year.
- Bonus Potential: Up to 15% of salary (production and performance bonuses).
- Benefits:
- 25 days holiday plus bank holidays.
- Workplace pension scheme.
- Life assurance (4x annual salary).
- Additional perks including appraisal reward days.
- Working Hours:
- Monday-Thursday: 9:00 am - 5:00 pm
- Friday: 8:30 am - 4:30 pm
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
