Hiring Now: Financial Services Administrator Near You – Apply Today!
Your Next Financial Services Administrator Job Starts Here – Apply Now!
Financial Services Administrator
Job Posted: a day ago
Salary: £ 26,000 - 30,000 / Annum
Job Type: Permanent
Location: North Yorkshire
Expire in: a month
Job Description
Financial Services Administrator - Wealth Management (Hybrid Working)
Location: South of York
A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements.
The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence.
Key Responsibilities:
Provide administrative support to financial advisers and paraplanners
Process new business applications and maintain accurate client records
Liaise with providers and clients to ensure smooth onboarding and servicing
Prepare documentation and reports for client meetings
Ensure compliance with regulatory requirements and internal proceduresIdeal Candidate:
Previous experience in financial services administration (IFA or wealth management environment preferred)
Strong organisational and communication skills
Proficient in using financial platforms and CRM systems
Ability to work independently and as part of a team
A proactive attitude and commitment to delivering high standardsWhat's on Offer:
Hybrid working with flexibility around location
Competitive salary (dependent on experience)
Supportive team culture with opportunities for progression
Exposure to a high-quality client base and professional environmentThis is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their futureBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in North Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).