Financial administrator Work, Jobs in Horbury, Wyk (with Salaries)

Financial Services Administrator
Navigation Wealth Management —Wakefield
- £24,500 - £27,000 a year
- Full-time
- CRM software
- Salesforce
- Organisational skills
- Annual leave
- Life insurance
Quick apply
4d
Vehicle Finance Assistant
Big Motoring World —Leeds
- Up to £27,693 a year
- Weekend availability
- Customer service
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
2d
Dispatch Lead & Operation Administrator
British Flower Pots Ltd. —Barnsley
- £30,000 - £32,500 a year
- Full-time
- Microsoft Excel
- Organisational skills
- Financial services
Quick apply
2d
Part-time Bookkeeper
MediMD —Gildersome
- £15 - £20 an hour
- Part-time
- QuickBooks
- Organisational skills
- In-person
- Employee discount
- Flexible schedule
Quick apply
6d
Finance Administrator
TPT Retirement Solutions —Leeds
- Sales
- Accounting
9d
Database Administrator
Leeds Building Society —Leeds
- £44,000 - £52,000 a year
- Hybrid work
- Azure
- Oracle
- Windows
- Flexible schedule
12d
Bookkeeper and Financial Administrator
Tickets for Good —Sheffield
- £25,000 - £30,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Administrative experience
- Accounting
- Annual leave
- Flexitime
Quick apply
6d
Accounts Payable Administrator
The Progeny Group Limited —Leeds
- Hybrid work
- Microsoft Excel
- Organisational skills
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
4d
Business Manager, Yorkshire and the Humber Probation Service, Full Time, Kirklees
HM Prison & Probation Service —Dewsbury
- £30,001 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
9d
Procurement Administrator
Caddick Construction Ltd —Wakefield
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Annual leave
- Employee assistance programme
Quick apply
Operations Support Manager - Pontefract, Scunthorpe, Harrogate
Medivet Group Ltd —Wakefield
- £38,000 a year
- Weekend availability
- Microsoft Outlook
- Travel
- Organisational skills
School Administrator
North Yorkshire Council —Selby
- £25,621 - £25,989 a year
- Call to connect
- Microsoft Outlook
- Administrative experience
- IT
6d
Facilities Support Administrator
CGI —Leeds
- Full-time
- Customer service
- Administrative experience
- Travel
Quick apply
People Services Administrator
ACCENT housing —Bradford
- £27,159 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Human resources
- Annual leave
- Employee discount
Quick apply
6d
Administrator
PPG Health In Justice —Leeds
- Up to £28,574 a year
- Monday to Friday
- Annual leave
- Employee discount
Project Administrator (Special Projects)
AVK —Clayton West
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
- Annual leave
Quick apply
Financial Administrator
Bupa —Sheffield
- £15,854 - £20,159 a year
- Full-time
- Customer service
- Employee discount
- Referral programme
Quick apply
Accounts Assistant
1ST LOCATE (UK) LIMITED —Temple Newsam
- £13,988 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Quick apply
Administrator/Customer Service Officer
Custom Cosmetics Ltd —Bingley
- £12.71 - £16.00 an hour
- Full-time
- Google Suite
- Microsoft Office
- Administrative experience
Quick apply
14h
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme

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financial administrator jobs near horbury, wyk

Financial Services Administrator

Navigation Wealth Management
Wakefield

Quick apply

Job details

Full-time
£24,500 - £27,000 a year
4 days ago

Benefits

Financial planning services
Annual leave
Company pension
Company events
Pay rise
Life insurance
Referral programme
Sick pay

Qualifications

CRM software
Financial planning
Salesforce
Organisational skills
IT
Financial services
AI
Communication skills

Full job description

Fact Find, Protection & AI Report Writing Specialist

Navigation Wealth Management is a leading and rapidly growing Managing Partner Practice of St. James's Place Wealth Management with offices based in Beverley and Wakefield. We are committed to providing exceptional service and tailored financial advice to our clients. We are looking for a highly motivated and experienced individual to join our dedicated support team.

Job Title

Client Reporting Team

Reports to

Practice Manager

Main location

Hybrid working (Wakefield office based during probationary & learning period)

Role Purpose

To own the end-to-end preparation of client advice cases, with a primary focus on:

Ensuring high-quality, complete fact finds
Producing clear, compliant suitability letters
Leveraging AI for report writing

This role sits at the centre of the advice process—bridging client data, analysis, and high-quality output using AI report writing software.

Core Responsibilities

1. Fact Find Review, Completion & Data Integrity (Primary Focus)

Take ownership of fact find accuracy, completeness and structure
Input, cleanse and validate client data within the fact find and CRM system
Engage with advisers to fill gaps and challenge incomplete or unclear information
Ensure all data collected supports robust, compliant advice

2. AI-Enabled Report Writing & Process Efficiency

Use AI tools to draft, structure and enhance suitability reports and client communications for:
Retirement Advice
Investment Advice
Protection Advice
Ongoing/Review Advice
Convert structured fact find data into first-draft reports using AI workflows
Refine and quality check AI-generated outputs to ensure:
Accuracy
Compliance
Tone aligned to Navigation brand
Continuously improve how AI is used to:
Reduce turnaround times
Improve consistency
Increase team capacity

4. Adviser Interaction

Act as a key point of contact for:
Gathering missing information
Clarifying client circumstances
Supporting advisers in case preparation
Maintain high standards of communication and service

5. Compliance, Accuracy & Documentation

Ensure all documentation is:
Complete
Accurate
Audit-ready
Maintain strong understanding of compliance processes and requirements
Escalate any risks or inconsistencies immediately

Key Skills & Experience

Essential

Experience in financial services
Strong attention to detail and ability to work with complex data
Excellent written communication skills
Ability to translate technical content into client-friendly language
Strong organisation and workflow management

Highly Desirable

Experience writing suitability letters / reports
Understanding of financial services products and planning
Experience using CRM systems
Experience or interest in using AI tools in professional workflows

Core Competencies

Data Ownership – takes responsibility for fact find quality and completeness
Clarity of Communication – produces clear, concise and effective written outputs
Technical Understanding – understands recommendations and client needs
Efficiency Mindset – constantly looks to improve speed without sacrificing quality
Attention to Detail – high level of accuracy across all outputs
Adaptability – embraces AI and evolving processes

What we Offer:

Competitive Salary. Plus, a comprehensive benefits package.
Salary Progression: Clear opportunities for salary increases as you develop your skills, with potential to exceed the base salary range.
Discretionary Bonus: Potential to earn up to 15% of your salary, split between a Production Bonus (up to 10%) and a Performance Bonus (up to 5%).
Holidays: 25 days annual leave plus all UK bank holidays.
Pensions: Workplace Pension Scheme provided.
Life Assurance: Death in Service Benefit of 4 x annual salary.
Extra Perk: Appraisal Reward Day.
Working Pattern: 35 hours per week.
Monday – Thursday: 9:00 am – 5:00 pm
Friday: 8:30 am – 4:30 pm

Job Type: Full-time

Pay: £24,500.00-£27,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
Life insurance
Referral programme
Sick pay

Application question(s):

Do you have experience of using the IT platform "Salesforce" as a CRM?
This role is for experienced financial services administrators working within a financial advice Practice. How many years have you worked in administration in a Financial Advice company (IFA/tied Network/Life Office)?'

Experience:

Financial services: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

financial administrator jobs in horbury, wyk

Financial Services Administrator

Vehicle Finance Assistant

Dispatch Lead & Operation Administrator

Part-time Bookkeeper

Finance Administrator

Database Administrator

Bookkeeper and Financial Administrator

Accounts Payable Administrator

Business Manager, Yorkshire and the Humber Probation Service, Full Time, Kirklees

Procurement Administrator

Operations Support Manager - Pontefract, Scunthorpe, Harrogate

School Administrator

Facilities Support Administrator

People Services Administrator

Administrator

Project Administrator (Special Projects)

Financial Administrator

Accounts Assistant

Administrator/Customer Service Officer

Financial Administrator

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