Senior Financial Services Administrator

Senior Financial Services Administrator Self employed hourly rate £15-17 dependent on experience Part-time, 20-25 hours per week Hybrid / Home-based must be able to commute to York Our client, a Partner Practice of St. James s Place Wealth Management, are now looking for an experienced and motivated Senior Financial Services Administrator. This is an excellent opportunity for a professional with a background in financial planning or wealth management to support a client-focused practice offering flexibility, autonomy, and the potential to progress towards a paraplanning role. About the Practice Our client is based in York and provides bespoke financial planning and wealth management services to private clients, families, and business owners. As a Partner Practice of St. James s Place, the firm benefits from the backing, infrastructure, and technical expertise of a FTSE 100 company, while maintaining the personalised service and close client relationships of a boutique advisory business. Role Overview As Senior Administrator, you will play a key role in the day-to-day operations of the practice. Working closely with our client, you will be responsible for managing administrative processes, liaising with clients and providers, and ensuring that all documentation and communications are handled efficiently and accurately. Key responsibilities include but not limited to: Preparing and issuing client documentation ahead of meetings, including fact finds, valuations, and meeting ..... full job details .....
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