Edit Mode Tips

Edit this area to link the anchor link arrow to the section you want it to scroll on click

Financial Services Administrator

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

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

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    over 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:


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