Job Title: Client Administrator
Location: Leeds (Hybrid – 3 days office based, after probation)
Salary: £26,000 – £30,000 per annum
Job Type: Full-time
Reference: 10067
About the Role:
An ambitious and detail-oriented Client Administrator is required to join a highly respected wealth management and financial planning firm. This role will see you providing full administrative support to Financial Planners, assisting with investment-related tasks, and building strong relationships with clients to ensure an excellent client experience.
This is a fantastic opportunity to develop your career in financial services, with structured training and professional development on offer
Key Responsibilities:
* Provide full administrative support to aligned Financial Planners.
* Build and maintain strong relationships with clients, delivering excellent service.
* Liaise with operational teams to support activities such as transfers, corporate actions, and data updates.
* Prepare meeting packs, valuations, and supporting documents.
* Assist in preparing new business pitches and client presentations.
* Maintain accurate client records and back-office systems in line with policies.
Skills & Experience Required:
* Proven experience in the financial services industry.
* Strong organisational and prioritisation skills, able to work under pressure.
* Excellent communication skills, both written and verbal.
* A strong client service ethic with the ability to build lasting relationships.
* Problem-solving skills with sound judgement.
* Knowledge of investments, pensions, and life assurance (desirable).
* Ambition to develop within financial services, with an interest in further qualifications.
Benefits:
* Competitive salary: £26,000 – £30,000
* Hybrid working (3 days office-based after probation)
* Private medical insurance
* Life assurance
* Pension contributions
* Generous holiday allowance + option to purchase additional days
* Shared parental leave
* Ongoing study support and professional development opportunities