We have an opportunity for a Financial Services Administrator to join our York based Wealth Management team.  This is a full time (37.5 hours per week) permanent role, with the successful candidate joining us in early January 2018.

The ideal candidate will have experience working within a Financial Services team in the role of Administrator (experience working alongside a team of Financial Advisors would be advantageous).

Financial Services Administrator Main Duties include:

  • Regularly liaising with product providers
  • Point of contact for client queries and assisting with application completion
  • Preparing client review statements and information, including performance stats
  • Dealing with new and existing business via online systems/platforms
  • Extensive use of XPLAN (IRESS) software and to ensure client records are fully updated on the back office system
  • Obtaining protection and life quotations
  • Researching and preparing quotes and liaising with providers on terms
  • Arranging and booking meetings
  • Submitting new business and following through to completion stage – pensions/investments/protection and fund switches
  • Ad-hoc business related excel reporting
  • Dealing with adviser queries including some investigation work where necessary
  • Setting up Pension Schemes with regards to Auto Enrolment and Declarations of Compliance

Key Skills:

  • Clear focus on providing excellent client service
  • Proven ability to work well in a team environment
  • Proficient in the use of Microsoft Office software
  • Provide assistance to Advisers with presentations for seminars/venue booking etc
  • Submitting business via online systems
  • Placing deals and arranging investment switches
  • Current technical knowledge of Pensions, Investment and Protection products, gained within an IFA environment
  • Excellent written & communication skills
  • Highly organised with the ability to manage own workload, working under pressure with a high level of accuracy


Competitive + benefits including company pension scheme, health care scheme and free on-site parking (York only)
Full time (37.5 hours per week)