Client Services Administrator – Huddersfield - Salary: Competitive + Bonus
Why This Role Stands Out
This isn’t just another admin role — it’s a chance to join a close-knit, growing financial advice firm where people genuinely matter. We’re a small team that takes great care in who we hire.
Here, you’ll be valued for your attitude and fit, not just your CV. We invest significant time in onboarding to make sure every new colleague feels welcome, supported, and part of the family. .
About the Role
As a Client Services Administrator, you’ll be at the heart of our operations, ensuring clients receive the highest level of service and support.
Key Responsibilities
*Act as the first point of contact for clients on administration matters.
*Prepare valuation reports and review packs with accurate performance data and fund research.
*Process new business applications efficiently, keeping records updated and compliant.
*Handle client administration tasks such as Letters of Authority, fund switches, withdrawals, and personal detail updates.
*Communicate effectively via phone, email, video calls, Word, Excel, and internal chat tools.
*Support colleagues and contribute to the wider team’s success with flexibility and professionalism.
What We’re Looking For
*Strong organisational skills with the ability to prioritise workload.
*Excellent communication skills, adaptable across formal and informal settings.
*High attention to detail and accuracy in administrative work.
*A team player with a positive, proactive attitude.
*Willingness to learn, develop, and support the firm’s mission and values.
Why Join Us
*Be part of a supportive, people-first team culture.
*Work in a firm that values attitude, fit, and collaboration above all else.
*Enjoy a workplace where onboarding is thoughtful and welcoming.
*Join a team with long-serving staff who stay because they feel valued.
*Build close client relationships — not thousands of faceless accounts.
*Develop your career within one of the region’s leading financial advice firms.


If you’re looking for a role where you’ll be valued, supported, and part of something special, this is the opportunity for you.