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Financial services administrator

Lindley (LS21 2)
Permanent
Howard James Recruitment Consultancy Ltd
Financial services administrator
Posted: 17 November
Offer description

About the Role We’re looking for an experienced Financial Services Administrator to join a successful and professional wealth management firm based in Huddersfield. This is an excellent opportunity for someone who enjoys working in a supportive, people-focused environment where their efforts truly make a difference. You’ll play a key role in supporting advisers and the wider team, helping to deliver exceptional service to clients and ensuring the smooth running of the business. Key Responsibilities Client Support & Relationship Management * Act as the first point of contact for client enquiries, ensuring a friendly, professional and efficient service. * Build and maintain strong client relationships through regular communication and attention to detail. * Support the client onboarding process, ensuring all documentation is completed accurately and in line with compliance standards. Administration & Compliance * Process and track client applications with accuracy and care. * Maintain client records across various systems including CRM databases. * Ensure all compliance, regulatory and licensing requirements are met. * Liaise with providers and head office teams to ensure smooth and timely service delivery. Team Support & Business Development * Work closely with senior team members to support business development and ma...

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