Financial Services Administrator

Equals One; York; On-site; GBP 60,000 - 80,000; Part time

Job summary

A leading financial planning practice in York seeks a Senior Financial Services Administrator to manage client documentation, liaise with clients, and support administrative processes. The role offers 20-25 hours of part-time flexibility, ideal for those looking to advance in financial planning with opportunities for qualifications and career development.

Benefits

Career development opportunities

Flexible working

Study support

Qualifications

• Experience in financial planning or wealth management settings.
• Ability to manage a varied workload and be proactive.
• Professional, discreet, and IT-literate.

Responsibilities

• Prepare and issue client documentation ahead of meetings.
• Submit and track new business applications.
• Maintain and update client records and CRM systems.
• Liaise with clients and providers for query resolution.

Skills

Organisational skills

Attention to detail

Time management

Communication

Education

Relevant qualifications (e.g. CII Level 4 Diploma)

Tools

CRM software

Job description

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Self employed hourly rate £15-17 dependent on experience

Part-time, 20-25 hours per week

Hybrid / Home-based must be able to commute to York

Our client, a Partner Practice of St. James’s Place Wealth Management, are now looking for an experienced and motivated Senior Financial Services Administrator.

This is an excellent opportunity for a professional with a background in financial planning or wealth management to support a client-focused practice offering flexibility, autonomy, and the potential to progress towards a paraplanning role.

About the Practice

Our client is based in York and provides bespoke financial planning and wealth management services to private clients, families, and business owners. As a Partner Practice of St. James’s Place, the firm benefits from the backing, infrastructure, and technical expertise of a FTSE 100 company, while maintaining the personalised service and close client relationships of a boutique advisory business.

Role Overview

As Senior Administrator, you will play a key role in the day-to-day operations of the practice. Working closely with our client, you will be responsible for managing administrative processes, liaising with clients and providers, and ensuring that all documentation and communications are handled efficiently and accurately.

Key responsibilities include but not limited to:

• Preparing and issuing client documentation ahead of meetings, including fact finds, valuations, and meeting packs
• Submitting and tracking new business applications across pensions, investments, and protection products
• Processing fund switches, withdrawals, and policy servicing requests
• Maintaining and updating client records and CRM systems to ensure accuracy and compliance
• Acting as a key point of contact for client queries and follow-ups, maintaining a professional and courteous approach at all times
• Liaising with St. James’s Place head office and product providers to progress applications and resolve queries
• Supporting with research, illustrations, and the preparation of suitability reports (with the option to progress into paraplanning over time)

Candidate Profile

The successful candidate will be an experienced financial services administrator who is organised, proactive, and confident in managing a varied workload. You will have a keen interest in financial planning and a desire to grow your skills and knowledge.

Essential qualities and experience:

• Previous experience in an administrative role within a financial planning or wealth management setting
• Solid understanding of financial products, including pensions, investments, and protection
• High level of accuracy and attention to detail
• Strong organisational and time management skills, with the ability to prioritise tasks independently
• Professional and discreet manner, with excellent written and verbal communication
• Comfortable working remotely, with occasional in-person meetings in the York area
• IT-literate, with experience using back-office systems or CRM software
• Knowledge of St. James’s Place systems and procedures (beneficial, but not essential)
• Progress towards or interest in obtaining relevant qualifications (e.g. CII Level 4 Diploma)
• Previous experience supporting a financial adviser in a small or boutique practice

Benefits: Career development opportunities, flexible working, and study support available for the right candidate

To apply for thisFinancial Services Administrator role, please submit your CV and a covering letter outlining your suitability for the role.