Administrator – Wealth Management

We are working exclusively with a well-established and growing wealth management practice to appoint an Administrator — an excellent opportunity for a recent graduate in financial planning, financial services, or a related field, who is looking to launch a genuine career in wealth management.

Based in North Yorkshire, this is a fantastic entry point into the sector for someone who has recently completed a relevant degree, or who already has a year or two of experience in financial services and wants to go further.

You will support advisers throughout the client journey, playing a key role in how this practice delivers for its clients day to day. This includes:

• Producing client review packs and pre-meeting documentation
• Completing post-meeting administration accurately and efficiently
• Processing new business across pensions, investments and protection
• Liaising with providers and progressing cases to completion
• Supporting advisers at every stage of the client journey

This is a full time, office-based role, five days a week, and there may be some additional hours required from time to time to keep on top of workloads — this is a business that moves at pace and rewards people who bring energy and enthusiasm to match.

• A recent graduate in financial planning, financial services, wealth management, or a closely related subject or someone with around 1–2 years' experience in a similar role
• Previous experience within an IFA or wealth management environment is an advantage, but not essential
• Highly organised, with strong attention to detail
• Resilient, with the energy and enthusiasm to thrive in a fast-paced environment
• Ambitious and career-focused this is a genuine opportunity to grow within wealth management

We're looking for someone who wants a career, not just a job. You'll be organised, resilient, and bring real energy to your work. You don't need to have all the answers yet — you need the drive to learn and the attention to detail to get things right.

A salary of £30,000–£35,000 depending on experience, with genuine opportunity for progression within a growing wealth management practice. Full time, office based in North Yorkshire.