Location
Leeds
Salary £32000 - £38000 TypePermanent WorkplaceOn-Site Ref88820
Recruiter Managing This Role
Job Title: Senior Client Service Administrator
Salary: £32,000 to £38,000 per annum (depending on experience)
Location: West Yorkshire
Overview:
An exciting opportunity has arisen to join a multi-award-winning, forward-thinking financial planning firm that places genuine value on its people and culture. This is a key role for an experienced Senior Administrator looking to take ownership of client service delivery while supporting the growth of a professional and collaborative advice team.
About the Role:
As a Senior Client Service Administrator, you will provide high-level support across the full client journey from onboarding through to annual reviews ensuring a seamless, accurate, and professional experience for both clients and advisers. You will act as a central figure within the team, helping to mentor junior colleagues and contribute to ongoing process improvements.
Key Responsibilities:
1. Act as a key point of contact for clients, maintaining excellent communication and ensuring a responsive and high-quality experience at all stages of their journey
2. Manage client administration processes, ensuring accuracy and regulatory compliance from onboarding to ongoing servicing
3. Prepare documentation and support financial planners with meeting preparation and case coordination
4. Maintain client records and manage internal systems efficiently
5. Champion best practices across compliance, operations, and service standards
6. Provide guidance and mentoring to junior team members, contributing to a supportive and high-performing team culture
What Were Looking For:
7. At least 5 years experience in financial services administration, ideally within a financial planning or wealth management environment
8. Strong understanding of compliance and regulatory frameworks in financial services
9. Professional and confident communication skills, with a warm and client-focused manner
10. Excellent attention to detail, time management, and organisational ability
11. Proactive approach with the ability to manage your own workload effectively
12. A genuine interest in supporting others and developing leadership skills
Why Join?
13. Competitive salary based on experience
14. Join a highly respected and values-driven firm with strong growth plans
15. Supportive working environment with opportunities for professional development
16. Be part of a collaborative team that puts clients at the heart of everything they do