Financial Services Administrator

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.