Financial Planning Administrator

Financial Planning Administrator – Wakefield – Up to £35,000

• Competitive salary up to £35,000
• Opportunity to develop within a growing firm
• Friendly and professional team environment
• Benefits package

We are recruiting on behalf of a well-established firm in Wakefield that is seeking a dedicated professional to join their team.

The Role:

As a Financial Planning Administrator, you will provide essential support, ensuring the smooth running of client accounts and assisting with financial planning processes. Your responsibilities will include:

• Preparing reports and documentation for client meetings
• Administering Shares transactions
• Processing new business applications and policy administration
• Liaising with clients, providers, and advisers to manage queries
• Maintaining accurate records and compliance with FCA regulations

The Ideal Candidate:

• Experience in a financial planning or IFA administration role
• Strong knowledge of financial products, including pensions and investments
• Excellent organisational and communication skills
• Attention to detail and ability to manage multiple tasks
• Experience with financial software and CRM systems (desirable)

If you are a proactive and detail-oriented financial administrator looking to take the next step in your career, apply today!