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