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Financial Services Admin: Onboarding, Compliance & CRM

Job in Wakefield, West Yorkshire, WF1, England, UK
Listing for: Heat Recruitment
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 25000 GBP Yearly GBP 25000.00 YEAR
Job Description & How to Apply Below
A growing financial planning firm is seeking a motivated Administrator in Wakefield to join their support team. The ideal candidate has at least 2 years of experience in financial services administration, is knowledgeable about FCA regulations, and is proficient in Microsoft Office. This role includes managing client onboarding, transactions, and ensuring compliance. The position offers a competitive salary of £25,000, a discretionary bonus, and generous benefits including a pension scheme and 25 days holiday.
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