Adviser Support Administrator

Financial Services Administrator
Location: Wakefield

A well-established financial planning firm with proven success of developing high performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.

This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.

What will you do?

• Process new client applications, ensuring compliance with regulatory requirements.
• Maintain accurate client records using CRM systems and handle administrative tasks efficiently.
• Liaise with providers to gather plan information and complete regulatory calculations (e.g., carry forward, IHT).
• Prepare detailed reports and presentations for adviser meetings.
• Respond to client queries promptly, maintaining high standards of professionalism.
• Assist with processing investment transactions while adhering to compliance procedures.
• Stay informed about financial products and regulatory changes to ensure accuracy.

Preferred experience:

• A minimum of 2 years’ experience in financial services administration.
• An understanding of FCA regulations and compliance procedures.
• Proficiency in Microsoft Office and familiarity with CRM platforms.
• Excellent communication, organisation, and time management skills.
• Attention to detail, proactive attitude, and a commitment to professional development.

What's on Offer?

• Clear opportunities for salary progression.
• Discretionary bonuses, including production and performance-related incentives.
• Holiday allowance (25 days + bank holidays).
• Workplace pension and death-in-service benefits (4x salary).
• Supportive, inclusive, and collaborative workplace culture with development opportunities.

Working Hours:

• Monday-Thursday: 9:00-17:00
• Friday: 8:30-16:30

If you’re ready to make an impact in a thriving financial services environment and further your career, we’d love to hear from you!