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Financial Services Support Administrator

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £16000 - £20000 per annum, Benefits: Holidays, Pension, Parking

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Financial Services Support Administrator -  Full-time permanent position, Wakefield. Salary dependent upon experience and excellent benefits including parking.

BWD are delighted to be working in partnership with a Financial Services organisation in Wakefield, who are experiencing high levels of growth, which is allowing them to add to their support teams. This is a client who we like working with, as they appreciate that 'Growth is good'.
Our client is currently looking to recruit a Financial Services Support Administrator; someone who can provide technical support to the Financial Advisers.

As a successful Financial Services Support Administrator you will be required to:

Provide Financial Advisers nominated with general administration support including but not limited to:  Process and monitor new business applications
Create and manage client records
Keeping the client database information up to date
Completing forms when required
Dealing with Letters of Authority

In order to apply you will ideally have:

Previous knowledge and experience within an IFA or Insurance company.
Ideally you will have a minimum of 3 years industry experience dealing with the processing of new business applications for life, pensions and investments products.
Ideally for private individuals rather than corporate/group schemes. 

In return you will have the opportunity to earn a competitive salary, and excellent benefits, including parking.
This is a real opportunity if you would like to pursue a career with a company who are prepared to advance your career and support you with Financial Services examinations, if you wish.

In order to find out more please contact Helen Spriggs on 0113 4260775 or email your details to apply.a33wmm7xbx@bwd-search.aptrack.co