Experienced Finance AdministratorLocation: Wakefield, WF2 Salary: 25,000 per annum + benefits and bonus opportunitiesAre you an experienced administrator with a strong background in financial services? Do you thrive in a fast-paced, client-focused environment where accuracy and compliance are key? If so, this could be the perfect opportunity for you.About the RoleWe are a rapidly growing wealth management practice seeking a highly motivated individual to join our administration support team. In this role, you''ll play a central part in ensuring the smooth and compliant operation of client accounts, supporting our advisers, and delivering exceptional service to our clients.What You''ll Be DoingClient Administration:Efficiently process new client applications and onboarding paperwork in line with FCA regulations.Assist with investment transactions, ensuring compliance at every step.Communicate proactively with clients to gather information and resolve queries promptly.Technical and Regulatory Support:Carry out key calculations such as critical yield analysis and understand regulatory allowances like carry forward and IHT.Liaise with providers to obtain accurate plan and scheme details.Keep up-to-date with financial products, platforms, and regulatory requirements.Data and Process Management:Maintain accurate client records on our CRM system (Salesforce).Prepare detailed reports and presentations for adviser meetings.Contribute to improving processes and enhancing efficiency ..... full job details .....