Job Description
We are exclusively partnering with a highly regarded, award-winning financial planning firm in Leeds who are lookingto recruit a Client Services Administrator.
Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management.
Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future, offering a clear development pathway.
Role Overview
- Supporting Financial Planners & Paraplanners with day-to-day administration
- Acting as a first point of contact for clients
- Processing new business applications across core financial products
- Ensuring all transactions are processed accurately and compliantly
- Preparing documentation for client review meetings
- Obtaining client portfolio valuations
- Full job specification available on request
Key Requirements
- Minimum 12 months' experience(essential)
- Experience working with HNW clients(desirable)
- Working towards the CII Level 4 Diploma(desirable)
The Package
- Starting salary: up to c£36,000 + bonus
- Hybrid / flexible working
- Core Working hours: 9am - 5pm
- Company pension: 5% employer contribution
- 25 days holiday
- Full study support towards professional qualifications
- Private Medical Insurance
- Life Cover:4x salary
- Regular company social events
To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.