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.

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 packs
• Submitting and tracking new business applications across pensions, investments, and protection products
• Processing fund switches, withdrawals, and policy servicing requests
• Maintaining and updating client records and CRM systems to ensure accuracy and compliance
• Acting as a key point of contact for client queries and follow-ups, maintaining a professional and courteous approach at all times
• Liaising with St. James’s Place head office and product providers to progress applications and resolve queries
• Supporting with research, illustrations, and the preparation of suitability reports (with the option to progress into paraplanning over time)