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Financial Services Administrator

  • Location

    Wakefield

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £16000 - £25000 per annum, Benefits: Pension, Holidays, Parking

  • Contact:

    Helen Spriggs

  • Contact email:

    helen.spriggs@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    HS9186

  • Published:

    8 months ago

  • Duration:

    n/a

  • Expiry date:

    2018-11-01

  • Startdate:

    ASAP

  • Consultant:

    #

Financial Services Administrator Wakefield Salary up to £25k dependent upon experience. Excellent benefits including Parking and Pension, Bonus, Holidays and Flexible working hours.


Are you ideally looking for a role within Financial Services?
Are you looking for a company who will put you through Financial Services qualifications?
Would you like to have the option to progress as a Paraplanner in the future?

Then this may be the role for you.

On a daily basis your duties will include:

  • Chasing Providers via the telephone
  • Dealing with Pensions and Investment enquiries
  • Sending out letters of authority
  • Dealing with general Administrative tasks on behalf of the Financial Advisers.

In order to apply you will need to have:

  • Knowledge of Financial services and Pensions and Investment products
  • Experience of working in a professional office environment
  • Excellent telephone manner and proficient IT skills
  • Be outgoing and an excellent communicator

In return you will have the opportunity to learn and grow with your role.

Earn a salary of up to £23,000 and excellent benefits including Parking, Bonus, Holidays and flexible working hours. 


To find out more please contact Helen Spriggs on 0113 4260775