Wealth Management Admin – Path to Paraplanner

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

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.