Financial Planning Administrator – Wakefield – Up to £35,000 Competitive salary up to £35,000 Opportunity to develop within a growing firm Friendly and professional team environment Benefits package We are recruiting on behalf of a well-established firm in Wakefield that is seeking a dedicated professional to join their team. The Role: As a Financial Planning Administrator, you will provide essential support, ensuring the smooth running of client accounts and assisting with financial planning processes. Your responsibilities will include: Preparing reports and documentation for client meetings Administering Shares transactions Processing new business applications and policy administration Liaising with clients, providers, and advisers to manage queries Maintaining accurate records and compliance with FCA regulations The Ideal Candidate: Experience in a financial planning or IFA administration role Strong knowledge of financial products, including pensions and investments Excellent organisational and communication skills Attention to detail and ability to manage multiple tasks Experience with financial software and CRM systems (desirable) If you are a proactive and detail-oriented financial administrator looking to take the next step in your career, apply today