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 sys...