Client Administrator

Leeds | Hybrid Working | £26,000 – £30,000 + Bonus | Ref: 10067

Are you an experienced financial services professional looking for your next career move with a well-established wealth management firm?

Recruit UK is working with a highly regarded financial planning business in Leeds to recruit a Client Administrator to join its growing team. This is an excellent opportunity for someone who enjoys building client relationships, delivering a high standard of service and developing their knowledge within wealth management.

You'll work closely with Financial Planners, providing essential administrative support and helping ensure clients receive an exceptional level of service. With structured training, study support and opportunities for progression, this role offers a great platform to build a long-term career in financial services.

The Role

As a Client Administrator, you'll play a key role in supporting Financial Planners and ensuring the smooth day-to-day running of client relationships. Your responsibilities will include:

• Providing comprehensive administrative support to Financial Planners.
• Building and maintaining strong client relationships, delivering a professional and personalised service.
• Preparing client meeting packs, valuations and supporting documentation.
• Supporting new business opportunities through the preparation of pitches and client presentations.
• Liaising with internal operational teams to coordinate transfers, corporate actions and client data updates.
• Maintaining accurate client records and back-office systems in line with regulatory and company requirements.
• Managing competing priorities and ensuring client requests are handled efficiently and accurately.

What We're Looking For

We're keen to speak with candidates who have experience in financial services and are passionate about delivering excellent client service.

You'll ideally bring:

• Previous experience within financial services, ideally in an administrative or client support role.
• Strong organisational skills and the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• A proactive, detail-oriented approach with a strong focus on accuracy.
• The confidence to build positive relationships with clients and colleagues.
• Good problem-solving skills and the ability to use sound judgement.
• An interest in investments, pensions and life assurance.
• A genuine desire to develop professionally and work towards relevant industry qualifications.

What's on Offer?

• Salary: £26,000 – £30,000 per annum, depending on experience.
• Bonus: Additional bonus opportunity.
• Hybrid working: Three days in the office following successful completion of probation.
• Private medical insurance.
• Life assurance and pension contributions.
• Generous annual leave, with the option to purchase additional days.
• Shared parental leave.
• Ongoing training, study support and professional development.

Interested?

If you're looking to take the next step in your financial services career and join a business that values client relationships, professional development and high-quality service, we'd love to hear from you.

Apply today or get in touch with Recruit UK for a confidential discussion about this opportunity.

Work Location: Hybrid remote in Leeds (West Yorkshire, Yorkshire and Humber Region)