Financial Services Administrator
Financial Services Administrator - Wealth Management (Hybrid Working) Location: South of YorkA 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 paraplannersProcess new business applications and maintain accurate client recordsLiaise with providers and clients to ensure smooth onboarding and servicingPrepare documentation and reports for client meetingsEnsure compliance with regulatory requirements and internal proceduresIdeal Candidate:Previous experience in financial services administration (IFA or wealth management environment preferred)Strong organisational and communication skillsProficient in using financial platforms and CRM systemsAbility to work independently and as part of a teamA proactive attitude and commitment to delivering high standardsWhat''s on Offer:Hybrid working with flexibility around locationCompetitive salary (dependent on experience)Supportive team culture with opportunities for progressionExposure to a high-quality client base and professional environmentThis is a fantasti
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