Financial Services Administrator

Ellis James Partners Ltd; Durkar; On-site; GBP 25,000 - 27,000; Full time

Job summary

A respected wealth management firm in Wakefield is seeking a Financial Services Administrator to manage client onboarding and support financial advisers. Candidates should have over 2 years of experience in financial services administration and strong knowledge of FCA regulations. Offering a base salary of £25,000-£27,000, bonus opportunities, and supportive team culture with progression pathways.

Benefits

Bonus up to 15%

25 days holiday + bank holidays

Pension & life assurance

Qualifications

• At least 2 years' experience in financial services admin.
• Strong working knowledge of FCA regulations.
• Confidence with CRM systems.

Responsibilities

• Managing client onboarding and investment transactions.
• Liaising with providers and clients to gather information.
• Supporting advisers with reports and CRM updates.

Skills

Experience in financial services admin

Knowledge of FCA regulations

Microsoft Office proficiency

Attention to detail

Collaborative attitude

Tools

Salesforce

Job description

Financial Services Administrator - Wealth Management

Wakefield | £25,000-£27,000 + Bonus + Benefits

We're working with a respected and growing wealth management firm in Wakefield that's part of a national advisory network. They're looking for an experienced administrator who's ready to take ownership of client processes, support advisers directly, and deepen their technical knowledge in financial planning.

This is a brilliant next step for someone with 2+ years in financial services admin - especially if you've worked in a regulated environment and want to build toward paraplanning or compliance.

What you'll be doing:

• Managing client onboarding and investment transactions with accuracy and care.
• Liaising with providers and clients to gather key information and resolve queries.
• Supporting advisers with meeting prep, reports, and CRM updates (Salesforce).
• Handling technical calculations like critical yield and IHT allowances.
• Contributing to process improvements and compliance best practice.

What you'll bring:

• At least 2 years' experience in financial services admin (SJP experience a plus).
• Strong working knowledge of FCA regulations and compliance standards.
• Confidence with Microsoft Office and CRM systems.
• Exceptional attention to detail and a proactive mindset.
• A collaborative attitude and desire to grow within the role.

What's on offer:

• £25,000 base salary with clear progression pathways.
• Up to 15% bonus (10% production + 5% performance).
• 25 days holiday + bank holidays + appraisal reward day.
• Pension & life assurance (4x salary).
• Supportive team culture with structured development.

If you're ready to step into a more technical, adviser-facing role, and want to be part of a firm that values precision and progression - we'd love to hear from you.