Back to top

Financial Services



Financial Administrator - Wakefield

We are looking for an administrator to support our client's busy Financial Planning team in Wakefield. You will be responsible for processing new business,  withdrawals, letters of authority, processing of applications, preparing review packs, meeting arrangements with clients, dealing with client queries, business administration, keeping database up to date, working on financial software and making sure process runs smoothly. In order to fulfil this role you must have excellent communication skills, both written and verbal, have an excellent telephone manner, be organized and efficient, deadline driven, have strong attention to detail and be team player.   You will need to have 3 years' industry experience.
Please email your CV to to express interest in this great role.

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.