Financial Services Administrator

CLD Recruitment (Leeds) Ltd; Wakefield; On-site; GBP 25,000 - 29,000; Full time

Job summary

A reputable recruitment agency in Wakefield seeks a Financial Services Administrator to join a supportive firm. The role involves processing client applications, ensuring compliance, and maintaining client records on Salesforce. Candidates should have at least 2 years' experience in financial services and strong organisational skills. This position offers a base salary of £25,000 plus a bonus and excellent benefits including paid holidays and a pension scheme.

Benefits

25 days holiday plus bank holidays

Workplace pension scheme

Life assurance (4x salary)

Development-based salary progression

Qualifications

• At least 2 years' experience in Financial Services administration.
• Strong understanding of FCA regulations and compliance processes.
• Proficiency in Microsoft Office and the ability to learn new systems.

Responsibilities

• Processing new client applications and onboarding documentation.
• Supporting investment transactions and ensuring compliance.
• Maintaining accurate client records on the CRM system.

Skills

Client communication

Attention to detail

Organisational skills

Proficiency in Microsoft Office

Tools

Salesforce

Job description

Financial Services Administrator

Wakefield
£25,000 + bonus + excellent benefits

Are you an experienced Financial Services Administrator looking to join a professional, supportive, and fast-growing firm? Our client, a reputable and expanding wealth management practice, is seeking a proactive and detail-driven administrator to join their established support team. This is an exciting opportunity for someone who thrives in a regulated environment, enjoys delivering exceptional client service, and is confident supporting advisers with high-quality administrative and technical work.

The Role

Client Administration

• Processing new client applications and onboarding documentation
• Supporting investment transactions and ensuring all processes meet FCA compliance requirements
• Communicating with clients professionally to collect information and resolve queries
• Managing day-to-day client servicing tasks

Technical & Compliance Support

• Completing technical calculations (e.g., critical yields, carry forward allowances, IHT-related assessments)
• Obtaining detailed plan and scheme information from product providers
• Keeping up to date with financial products, regulations, and compliance standards

Data & Reporting

• Maintaining accurate client records on the CRM system (Salesforce)
• Preparing reports, documents, and meeting packs for advisers
• Contributing to continuous improvement of internal processes and workflows

About You

• At least 2 years' experience in Financial Services administration
• Strong understanding of FCA regulations and compliance processes
• High levels of accuracy, attention to detail, and organisational skill
• Confident communication skills, both written and verbal
• Proficiency in Microsoft Office and the ability to learn new systems (Salesforce experience is beneficial)
• A positive, proactive attitude and a collaborative approach

Benefits & Package

• £25,000 base salary with clear development-based salary progression
• Up to 15% discretionary bonus (production + performance)
• 25 days holiday plus bank holidays
• Workplace pension scheme
• Life assurance (4x salary)
• Additional appraisal reward day
• Friendly, supportive working culture with genuine career progression opportunities

CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.