Financial Services Administrator

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

Job summary

A reputable wealth management firm in Wakefield is looking for an experienced Financial Services Administrator to manage client processes and support advisers. The ideal candidate will have over 2 years in financial services admin, strong knowledge of FCA regulations, and effective communication skills. This role offers a base salary of £25,000-£27,000 plus bonuses, along with professional development and a supportive team culture.

Benefits

Up to 15% bonus

25 days holiday + bank holidays

Pension and life assurance

Qualifications

• At least 2 years' experience in financial services admin.
• Confidence with FCA regulations and compliance standards.
• Proactive mindset and collaborative attitude.

Responsibilities

• Manage client onboarding and investment transactions.
• Liaise with providers and clients for information.
• Support advisers with meeting prep and reports.

Skills

Client onboarding

Investment transactions

Attention to detail

Collaboration

Technical calculations

Tools

Salesforce

Microsoft Office

Job description

Financial Services Administrator - Wealth Management Wakefield

GBP25,000-GBP27,000 + 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:

• GBP25,000 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.