Armitage Search & Advisory
Financial Planning Administrator
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Armitage Search & Advisory – on behalf of a boutique Wealth Management client.
Armitage Search & Advisory is delighted to be partnering with a well-established, boutique Wealth Management firm in North Yorkshire in their search for an experienced Administrator to join their growing team.
This is an excellent opportunity for a detail-oriented administrator with a background in financial services to support a close-knit team of advisers, working across the full spectrum of client administration.
Key Responsibilities
The successful candidate will provide comprehensive administrative support across all areas of the business, including:
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- Pensions administration (including SIPPs and workplace schemes)
- Investment and platform administration
- New business processing and client onboarding, including AML/KYC checks
- Preparing valuations, portfolio reports and client review packs
- Liaising with product providers, platforms and third parties on behalf of clients
- Maintaining accurate client records and CRM/back-office systems
- Diary management and preparation for adviser/client meetings
- Ensuring compliance with regulatory requirements and maintaining accurate file notes
What Our Client Is Looking For
- Previous administration experience within Wealth Management, IFA, or Financial Planning environment
- Strong working knowledge of pensions and investment products
- Excellent organisational skills and high attention to detail
- Confident communicator, comfortable liaising with clients and providers
- Relevant industry qualifications (e.g. CII) desirable but not essential
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Location
- North Yorkshire (office-based/hybrid – details on application)
This is a fantastic opportunity to join a boutique, reputable firm known for its high standard of client service, with genuine scope for progression.
To find out more or apply in confidence, please contact Armitage Search & Advisory.
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