Client Administrator

Job Title: Client Administrator

Location: Leeds (Hybrid – 3 days , after probation)

Salary: £26,000 – £30,000 per annum + Bonus

Job Type: Full-time

Reference: 10067

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

• 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.

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