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Financial services administrator

Lindley (LS21 2)
Permanent
Howard James Recruitment Consultancy Ltd
Financial services administrator
Posted: 23h ago
Offer description

Inancial Services Administrator Location: Huddersfield, West Yorkshire (Lindley, HD3) Salary: £25,000 – £30,000 (Depending on Experience) Job Type: Full-time | Monday to Friday | Office-based Howard James Recruitment are delighted to be supporting a respected wealth management practice in Huddersfield as they look to welcome an experienced Financial Services Administrator to their growing team. This is a superb opportunity for someone who thrives in a fast-paced, client-focused environment and is looking to build a long-term career within financial services. Working closely with advisers, paraplanners, and the Practice Manager, you’ll play a key role in delivering first-class client service and ensuring the smooth running of day-to-day operations. Key Responsibilities Client Experience & Support * Act as the first point of contact for client enquiries, providing a warm, professional and proactive service * Maintain strong client relationships through regular communication and personalised support * Assist with client onboarding, ensuring all documentation is completed accurately and compliantly Operational Administration * Manage the submission and tracking of client applications * Maintain accurate client records across internal systems such as Salesforce and ShareFile * Ensure compliance, regulatory requirements, and licensing do...

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