Job Description
Financial Administrator
Location: Wetherby, West Yorkshire
Salary: £27,000 - £32,000 (DOE)
Experience: Minimum 2 years experience in Financial Services
The Opportunity
A growing Financial Planning firm in Wetherby is seeking a professional, organised and client‑focused Administrator to join their team. This role is ideal for someone who enjoys building relationships, delivering exceptional service and playing a key part in supporting clients throughout their financial planning journey.
Working closely with Financial Planners, you will ensure clients receive a smooth, efficient and personalised experience - Maintaining accurate records to supporting meetings and coordinating the administration behind their financial plans.
Key Responsibilities
Deliver exceptional, personalised service to clients, ensuring a smooth and efficient experience.
Manage client records, prepare key documentation and maintain accurate data across sys...
Location: Wetherby, West Yorkshire
Salary: £27,000 - £32,000 (DOE)
Experience: Minimum 2 years experience in Financial Services
The Opportunity
A growing Financial Planning firm in Wetherby is seeking a professional, organised and client‑focused Administrator to join their team. This role is ideal for someone who enjoys building relationships, delivering exceptional service and playing a key part in supporting clients throughout their financial planning journey.
Working closely with Financial Planners, you will ensure clients receive a smooth, efficient and personalised experience - Maintaining accurate records to supporting meetings and coordinating the administration behind their financial plans.
Key Responsibilities
Deliver exceptional, personalised service to clients, ensuring a smooth and efficient experience.
Manage client records, prepare key documentation and maintain accurate data across sys...
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