Wealth Management Admin – Path to Paraplanner

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

Job summary

A respected wealth management firm in Wakefield is seeking an experienced Financial Services Administrator to manage client processes and support advisers. This role requires at least 2 years in financial services admin, with a strong focus on FCA regulations and attention to detail. The position offers a salary of £25,000-£27,000, up to a 15% bonus, and opportunities for structured professional development within a supportive team environment.

Benefits

Up to 15% bonus

25 days holiday plus bank holidays

Pension & life assurance

Qualifications

• At least 2 years' experience in financial services administration.
• Strong knowledge of FCA regulations and compliance standards.
• Exceptional attention to detail and proactive mindset.

Responsibilities

• Manage client onboarding and investment transactions accurately.
• Liaise with providers and clients to resolve queries.
• Support advisers with meeting preparation and CRM updates.

Skills

Financial services administration

Attention to detail

Client management

Collaboration

Tools

Salesforce

Microsoft Office

Job description

A respected wealth management firm in Wakefield is seeking an experienced Financial Services Administrator to manage client processes and support advisers. This role requires at least 2 years in financial services admin, with a strong focus on FCA regulations and attention to detail. The position offers a salary of £25,000-£27,000, up to a 15% bonus, and opportunities for structured professional development within a supportive team environment.