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Shares and Finance Administrator

Elevation Recruitment Group
Posted a day ago, valid for 14 days
Location

Wakefield, West Yorkshire WF2 8TY

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Shares and Finance Administrator position in Wakefield offers a competitive salary of up to £40,000.
  • The role involves providing essential support for client accounts and assisting with financial planning processes.
  • Candidates should have experience in financial planning, share dealing, or IFA administration, along with strong knowledge of financial products.
  • Excellent organisational and communication skills are required, with attention to detail and the ability to manage multiple tasks being essential.
  • This position is ideal for proactive financial administrators looking to advance their careers.

Shares and Finance Administrator – Wakefield – Up to £40,000

  • Competitive salary up to £40,000
  • 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 Shares and Finance 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
  • Supporting advisers with research and financial planning tasks

The Ideal Candidate:

  • Experience in a financial planning, share dealing 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!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.