Administrator Team Support

Heat Recruitment; Wakefield; On-site; GBP 60,000 - 80,000; Full time

Job summary

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.

Benefits

Competitive salary

Discretionary bonus

25 days holiday plus bank holidays

Pension scheme

Life assurance

Structured career development

Qualifications

• Minimum 2 years experience in financial services administration.
• Proficient in Microsoft Office and comfortable with CRM systems.
• Knowledge of FCA regulations and compliance requirements.

Responsibilities

• Handle client onboarding, transactions, and queries, ensuring accuracy and compliance.
• Perform regulatory and technical calculations, liaise with providers.
• Maintain accurate CRM records and support process improvements.

Skills

Attention to detail

Organizational skills

Communication skills

Proficiency in Microsoft Office

Knowledge of FCA regulations

Tools

CRM systems

Job description

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.

Candidate Requirements

• 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.

Whats On Offer

• 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.