Financial Services Administrator

Financial Services Administrator - Castleford - £25k - £30k + bonus + pension

We are recruiting an experienced Financial Services Administrator on behalf of a well-established and highly regarded Wealth Management company based in central Castleford. This is a fantastic opportunity to join a supportive team in a varied and fast-paced administrative role.

The successful candidate will have experience in financial services, ideally within an IFA or financial planning environment, and will be confident handling client documentation, liaising with providers, and supporting advisers with investment and pension administration.

Key Responsibilities:

• Supporting Financial Advisers and Planners with day-to-day administrative tasks
• Liaising with policy providers regarding pensions, investments, and insurance products
• Ensuring client records are accurately maintained
• Managing workload independently while contributing to a close-knit team
• Communicating professionally with clients and providers

Requirements:

• Knowledge of investment products, pensions, SIPPs, and SSASs
• Experience with financial software and Microsoft Office
• Excellent communication and organisational skills
• High attention to detail and ability to prioritise tasks
• A proactive, team-focused attitude with the confidence to work independently

Hours - Monday to Friday, 9am to 5pm (35 hours) Holidays are 30 days per annum including statutory.

Keywords - pensions, pension, investment, wealth investment, SIPPs, SSASs, finance, financial, admin, finance admin, financial services, paraplanner, paraplanners, IFA, IFAs, Fidelity, Transact, Castleford