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 systems.
Engage directly with clients, providing updates, attending meetings and ensuring needs are met to a high standard.
Coordinate client administration, including tracking investments and supporting the execution of financial plans.
Maintain organised workflows and prioritise tasks effectively within a busy environment.
Work collaboratively with colleagues to support strong, long‑lasting client relationships.
About You
To succeed in this role, you will need:
Minimum 2 years' experience in financial services.
A strong team‑focused mindset and passion for delivering excellent service.
Excellent organisational skills and the ability to manage multiple priorities.
Strong written and verbal communication skills.
Confidence using Microsoft Office and the ability to learn new systems quickly.
High levels of accuracy and attention to detail in all documentation and data entry.
A positive, professional approach and willingness to support both clients and colleagues.
Benefits
Competitive salary: £27,000-£32,000, depending on experience
Discretionary bonus scheme
Training and exam support for career progression
27 days annual leave, increasing with service, plus bank holidays and an additional birthday day
Private health and mental wellbeing support
Fully office‑based role with strong team collaboration
Free on‑site parking
If you're looking to join a forward-thinking financial planning firm that values technical excellence, professional development and outstanding client service, we'd love to hear from you or feel to contact directly with your CV to (url removed)
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Salary description
£27000.00 - £32000.00 per year