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Administrator Team Support
Job in
Wakefield, West Yorkshire, WF1, England, UK
Listed on 2025-12-30
Listing for:
Heat Recruitment
Full Time
position Listed on 2025-12-30
Job specializations:
-
Administrative/Clerical
Business Administration -
Finance & Banking
Business Administration
Job Description & How to Apply Below
Location
Wakefield
Financial Services Administrator Wakefield | £25,000 + Bonus & Benefits
A growing financial planning firm is seeking a motivated and experienced Administrator to join their support team.
The Role- Handle client onboarding, transactions, and queries, ensuring accuracy and compliance.
- Perform regulatory and technical calculations, liaise with providers, and maintain up-to-date knowledge.
- Maintain accurate CRM records, prepare reports and presentations for Advisers, and support process improvements.
- Minimum 2 years experience in financial services administration.
- Knowledge of FCA regulations and compliance requirements.
- Proficient in Microsoft Office and comfortable with CRM systems.
- Strong attention to detail, organisation, and communication skills.
- Positive, proactive, and collaborative.
- Competitive salary (£25,000) with potential discretionary bonus.
- 25 days holiday plus bank holidays.
- Pension scheme and life assurance.
- 35-hour working week, structured career development, and a supportive team environment.
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