Finance Administrator

Search; United Kingdom; On-site; GBP 25,000 - 29,000; Full time

Job summary

A growing wealth management practice in Wakefield is seeking an Experienced Finance Administrator to join their team. This role involves managing client accounts, ensuring compliance, and supporting advisers. Candidates should have a minimum of 2 years' experience in financial administration, strong knowledge of FCA regulations, and proficiency in Microsoft Office. The position offers a competitive salary of 25,000 per year plus up to 15% bonuses and additional benefits including 25 days holiday.

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.
• Exceptional attention to detail and organisational skills.

Responsibilities

• Process new client applications and onboarding paperwork in line with FCA regulations.
• Assist with investment transactions while ensuring compliance.
• Maintain accurate client records on our CRM system (Salesforce).

Skills

Client Administration

Regulatory Compliance

Detail Orientation

Communication Skills

Microsoft Office Proficiency

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.