Client Services Administrator – Hull (Hybrid)

Salary: £23,000–£28,000 Hybrid Working: 3 days per week in the Hull office Firm Type: Friendly, well-established financial planning firm with a supportive team culture

Why this role is a great move

This is a brilliant opportunity to join a stable, long-standing financial planning firm with a genuinely warm, collaborative culture. The team is friendly, supportive and proud of the service they deliver to clients across the region.

If you’re someone who enjoys being the “go-to” person, keeping things running smoothly and building strong relationships with advisers and clients, this role will feel rewarding from day one.

What you’ll be doing

You’ll be at the heart of the client journey, ensuring everything runs smoothly and professionally. Your responsibilities will include:

• Handling client queries by phone and email with warmth, clarity and professionalism
• Preparing client review packs, valuations and meeting documentation
• Processing new business, ensuring accuracy and compliance
• Updating CRM systems and maintaining accurate client records
• Managing Letters of Authority, tracking provider responses and chasing outstanding information
• Liaising with providers to obtain policy details, valuations and updates
• Supporting advisers with day-to-day servicing tasks and follow-up actions
• Ensuring all documentation meets FCA and internal compliance standards
• Assisting paraplanners with data gathering and administrative support

You’ll be trusted to take ownership of your workload and play a key role in delivering a smooth, high-quality client experience.

Development & progression

Although this is a supportive, family-feel firm, they take development seriously. You’ll have access to:

• Full exam support if you want to progress (RO exams funded)
• Opportunities to move into Senior Administrator or Trainee Paraplanner roles
• Regular training, mentoring and 1-to-1 development sessions
• Exposure to more technical work as your confidence grows

If you prefer to remain in a stable, long-term admin role, that’s supported too — progression is tailored to your goals.

What they’re looking for

• Experience in financial services administration (ideally IFA/wealth management)
• Strong organisational skills and excellent attention to detail
• Confident communicator who enjoys helping clients and supporting advisers
• Familiarity with platforms, providers and CRM systems (IO, Xplan or similar)
• A proactive, positive attitude and pride in delivering high-quality work
• Someone who thrives in a friendly, collaborative team environment

What you’ll get in return

• £23,000–£28,000 depending on experience
• Hybrid working (3 office / 2 home)
• 25 days holiday + bank holidays
• Supportive, friendly team with low staff turnover
• Full exam funding and development opportunities
• Modern office environment with a warm, welcoming culture
• Long-term stability and a firm that genuinely values its people