Financial Services Administrator

Location: South York - please only apply if you are able to commute
Salary: £26,000 - £32,000 per annum (depending on experience)

Job type: Full time Permanent

Working hours: Monday to Friday 9-5pm with an hour lunch.

We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.

Key Responsibilities:

• Handling general administration tasks, including answering phones, managing emails and dealing with post.
• Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters.
• Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete.
• Preparing reports and paperwork for client meetings, annual reviews and adviser discussions.
• Processing client applications, submitting new business accurately and efficiently, and handling related enquiries.
• Placing investment trades and fund switches in line with adviser instructions.
• Liaising with providers and clients to obtain, update and chase information as required.
• Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements.
• Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations.
• Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience.
• Ensuring all administrative processes adhere to industry regulations and company policies.

Experience required:

• Previous experience in financial administration is preferred but not essential.
• Administration experience is essential ideally from professional services.
• Strong organisational and time management skills.
• Excellent attention to detail and accuracy.
• Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook).
• Familiarity with CRM systems.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong numeracy skills are essential given the role. 

Benefits:

• Competitive salary based on experience.
• Opportunities for professional development and career progression.
• Supportive and collaborative work environment.
• 26 days holiday plus banks increasing with length of service.
• Company pension scheme.
• Private medical insurance and benefits.
• Free parking.