Financial Services Administrator

Financial Services Administrator

Salary: Up to 30,000 (DOE) + Bonus + 9% Employer Pension Contribution
Location: Castleford, West Yorkshire (100% Office-Based)
Hours: Monday - Friday, 9:00am - 5:00pm (35 hours per week)

Full-time, Permanent Position

Are you an experienced financial services administrator looking to grow into a paraplanner or adviser role? Our client is seeking a conscientious and detail-oriented administrator to join their busy and supportive team in Castleford. With 135m under management and a strong reputation for excellence, this is a fantastic opportunity to build a rewarding career in financial services.

The Key Responsibilities of the Financial Services Administrator:
Provide administrative support across pensions and investment services.
Work with industry platforms such as Fidelity and Transact.
Use back-office systems like Intelligent Office to manage client data and transactions.
Ensure complete accuracy in financial transactions, including share purchases, sales, and transfers.
Collaborate with a close-knit team to deliver exceptional service to clients.

The Key Requirements of the Financial Services Administrator:
Minimum of 3 years' experience in financial services administration, particularly in pensions and investments.
Familiarity with financial platforms and CRM/back-office systems.
High levels of literacy and numeracy.
Meticulous attention to detail and accuracy.
Strong work ethic and commitment to team success.
Willingness to work 100% from the office (no hybrid or remote working).

The Successful Candidates will Receive Excellent Benefits:
Competitive salary based on experience and qualifications.
Annual bonus (historically 15-20%).
9% employer pension contribution (no employee contribution required).
30 days holiday per year (including statutory).
Mentorship and career development opportunities in a supportive environment.

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.