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 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 [email protected]

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.