Financial Services Administrator – £27,000 to £32,000 + Benefits
Location: Near Wetherby, West Yorkshire Type: Full?time, office?based
A highly respected, award?winning financial planning firm is looking for an experienced Financial Services Administrator to join their client service team. This is a brilliant opportunity to become part of a supportive, friendly environment with genuine long?term progression.
The Role
You’ll play a key part in supporting clients throughout their financial planning journey, working closely with Financial Planners and the wider team. Responsibilities include:
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Delivering exceptional client service
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Preparing documentation and maintaining accurate records
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Attending client meetings and providing updates
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Coordinating administration, tracking investments, and supporting financial plans
About You
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2+ years’ experience in financial services
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Strong communication and organisational skills
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High attention to detail
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Confident with Microsoft Office and adaptable to new systems
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Collaborative, client?focused, and proactive
Why This Role Stands Out
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Fully office?based, collaborative environment
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Clear progression opportunities within a growing firm
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Supportive team culture with a strong client?care ethos
Benefits
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£27,000–£32,000 salary (DOE)
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Discretionary bonus
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27 days holiday + bank holidays + birthday off
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Pension scheme
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Private health & mental health support
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Death in service (4x salary)
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Training and exam support