Finance Administrator

Search; England; On-site; GBP 25,000; Full time

Job summary

A financial services firm is looking for an Experienced Finance Administrator in Wakefield. The role involves managing client administration, assisting with investment transactions, and maintaining client records on Salesforce. Applicants should have a strong understanding of FCA regulations, excellent organisational and communication skills, and a minimum of 2 years in a similar role. Competitive salary of £25,000 plus bonuses and benefits offered, including holiday and pension scheme.

Benefits

25 days holiday plus bank holidays

Workplace pension scheme

Life assurance (4x annual salary)

Appraisal reward days

Qualifications

• Minimum 2 years' experience in a similar financial services administrative role.
• Strong knowledge of FCA regulations and compliance standards.
• Proficiency in Microsoft Office and CRM systems.

Responsibilities

• Process new client applications and onboarding paperwork.
• Assist with investment transactions ensuring compliance.
• Maintain accurate client records on the CRM system.

Skills

Attention to detail

Organisational skills

Communication skills

Proficiency in Microsoft Office

Tools

Salesforce

Job description

Experienced Finance Administrator

Location: Wakefield, WF2

Salary: 25,000 per annum + benefits & bonus opportunities

Are you an experienced administrator with a strong background in financial services? Do you thrive in a fast-paced, client-focused environment where accuracy and compliance are key? If so, this could be the perfect opportunity for you.

About the Role

We are a rapidly growing wealth management practice seeking a highly motivated individual to join our administration support team. In this role, you'll play a central part in ensuring the smooth and compliant operation of client accounts, supporting our advisers, and delivering exceptional service to our clients.

What You'll Be Doing

• Client Administration:
  • Efficiently process new client applications and onboarding paperwork in line with FCA regulations.
  • Assist with investment transactions, ensuring compliance at every step.
  • Communicate proactively with clients to gather information and resolve queries promptly.
• Technical & Regulatory Support:
  • Carry out key calculations such as critical yield analysis and understand regulatory allowances like carry forward and IHT.
  • Liaise with providers to obtain accurate plan and scheme details.
  • Keep up-to-date with financial products, platforms, and regulatory requirements.
• Data & Process Management:
  • Maintain accurate client records on our CRM system (Salesforce).
  • Prepare detailed reports and presentations for adviser meetings.
  • Contribute to improving processes and enhancing efficiency across the team.

What We're Looking For

• Minimum 2 years' experience in a similar financial services administrative role.
• Strong knowledge of FCA regulations and compliance standards.
• Proficiency in Microsoft Office and confidence with CRM systems.
• Exceptional attention to detail, organisational skills, and ability to prioritise.
• Excellent communication skills and a proactive, team-oriented attitude.

What's on Offer

• Competitive Salary: 25,000 per year.
• Bonus Potential: Up to 15% of salary (production and performance bonuses).
• Benefits:
  • 25 days holiday plus bank holidays.
  • Workplace pension scheme.
  • Life assurance (4x annual salary).
  • Additional perks including appraisal reward days.
• Working Hours:
  • Monday-Thursday: 9:0 am - 5:0 pm
  • Friday: 8:30 am - 4:30 pm

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.