Senior Financial Services Administrator

Anonymous; York; Hybrid; Part time

Job summary

A leading financial services practice is looking for a Senior Financial Services Administrator in York. The role involves managing administrative processes, client interactions, and supporting financial planning initiatives. Successful candidates will have prior experience in financial services and strong organizational skills, with opportunities for growth within the firm.

Benefits

Career development opportunities

Flexible working

Study support

Qualifications

• Previous experience in financial planning or wealth management.
• Solid understanding of financial products: pensions, investments, protection.
• IT-literate with CRM software experience.

Responsibilities

• Manage administrative processes and client communications.
• Prepare client documentation and track new business applications.
• Support research, illustrations, and suitability reports.

Skills

Organisational skills

Attention to detail

Verbal communication

Written communication

Time management

Education

Relevant financial qualifications

CII Level 4 Diploma

Tools

CRM software

Back-office systems

Job description

Senior Financial Services Administrator

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

Desirable:

• 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, please submit your CV and a covering letter outlining your suitability for the role.

INDHS