Senior Financial Services Administrator
Key role information
  • Date added: 07-03-24
  • Hours: Monday to Friday – Hybrid model (working 2 days from home and 3 days in the office) very flexible
  • Wage: £25 000 to £35 000 p/a DOE
  • Sector: Commercial
  • Location: Halifax, Huddersfield
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An exciting opportunity...

Senior Financial Services Administrator

An exciting opportunity has arisen for a bright to join our client within the financial services industry.

They have a few roles on at present for Senior Financial Services Administrators.

could this be you?

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The Role

  • Monday to Friday – Hybrid model (working 2 days from home and 3 days in the office) very flexible
  • Salary £25 000 to £35 000 per annum (DOE)
  • Bonus up to 5% annual salary per annum paid before Christmas
  • Location: Huddersfield & Halifax
  • Several roles are available at present for expansion
  • You will be part of the team responsible for a variety of different administration tasks to support advisers and provide an exceptional level of support to their valued clients
  • You will answer the telephone and deal with queries from clients
  • Arrange client appointments, preparing portfolio summaries and fund analysis reports prior to meetings
  • Liaise with financial services companies to obtain client information and valuations
  • Submit new business applications in line with regulatory standards

About You

  • Must have worked in a St James Place based role before
  • A proactive, logical, and driven individual with the ability to use their initiative to help navigate through diverse and often complex administrative responsibilities
  • This is an interesting and busy role that would suit an outgoing and confident candidate who enjoys using their initiative and who has a genuine ‘can do’ working style
  • You will have good communication skills and will be highly organised with an excellent eye for detail
  • You will have strong verbal, written and problem-solving skills
  • A self-starter, able to work on your own or as part of a team
  • You will be keen to learn more about the fast-paced world of Financial Services and recognise the opportunity within this role to progress and develop your knowledge through inhouse Training Programme
  • You will already have minimum 3 years’ experience within a similar role
  • An education at ‘A’ level standard
  • Proficient in the use of Microsoft Office
  • Sound understanding of Financial Services products
  • Financial Services related qualifications (CII preferably)


  • 25 days’ holiday per annum plus bank holidays with a loyalty scheme to increase your days.
  • Pension contribution.
  • Bonus scheme to help guide and recognise their employees’ outstanding contributions.
  • A structured career plan that can enable you to excel within the financial services industry.
  • Modern working environment.
  • Free Parking
  • Fab food Fridays
  • Social events 

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