Client Administrator - Financial Services

Confidential; Northallerton; Hybrid; GBP 24,000 - 34,000; Full time

Job summary

Confidential is seeking a Client Administrator to support Financial Planners and internal teams in a hybrid role at our Northallerton office. You will manage end-to-end new business applications, liaise with third-party providers, and maintain accurate client records with compliant processes.

This role requires excellent communication, organisation, and attention to detail, with training provided for financial platforms and back-office systems. A proactive, collaborative mindset is essential.

Qualifications

• Strong communication skills, both written and verbal.
• Ability to work effectively across teams and build relationships.
• Problem-solving mindset with attention to detail.
• Excellent time-management and organisational skills.
• High level of computer literacy, including Microsoft Office.
• Experience with financial platforms or back-office systems (training provided).

Responsibilities

• Manage the end-to-end process of new business applications.
• Liaise with third-party providers to ensure timely processing of client documentation.
• Maintain up-to-date client records and log actions in internal systems.
• Handle Letters of Authority and Transfers of Authority with providers.
• Support Financial Planners with meeting prep and pipeline updates.
• Respond to client and third-party queries via phone and email.
• Process incoming/outgoing post and distribute accordingly.
• Escalate client complaints or compliance issues promptly.
• Monitor system tasks and data control reports for accuracy.
• Contribute to continuous improvement initiatives to enhance client experience.

Skills

Strong communication

Team collaboration

Problem solving

Time management

Microsoft Office

Financial platforms

Tools

Microsoft Office

Back-office systems

Job description

Location: Hybrid working from their Northallerton office
Employment Type: Permanent
Salary: Competitive, dependent on experience

About the Company

Our client is a forward-thinking financial services organisation undergoing exciting growth and transformation. With a strong foundation in financial planning and investment management, they are committed to delivering exceptional service through innovative technology and streamlined processes. Their mission is to empower clients with smart financial solutions while supporting their team with modern tools and a collaborative working environment.

Role Overview

As a Client Administrator, you will play a key role in supporting Financial Planners and internal teams by ensuring the smooth and compliant administration of financial advice services. This is a dynamic and client-focused role requiring excellent organisational skills, attention to detail, and the ability to work collaboratively across departments.

Key Responsibilities

• Manage the end-to-end process of new business applications.
• Liaise with third-party providers to ensure timely and accurate processing of client documentation.
• Maintain up-to-date client records and ensure all actions are logged in internal systems.
• Handle Letters of Authority and Transfers of Authority, following up with providers to obtain necessary information.
• Support Financial Planners with meeting preparation and pipeline updates.
• Respond to client and third-party queries via phone and email in a professional and compliant manner.
• Process incoming and outgoing post, prioritising and distributing appropriately.
• Escalate client complaints or compliance issues promptly.
• Monitor system-generated tasks and data control reports to ensure accuracy and timely resolution.
• Contribute to continuous improvement initiatives to enhance client experience and operational efficiency.

Skills & Competencies

• Strong communication skills, both written and verbal.
• Ability to work effectively across teams and build strong working relationships.
• Problem-solving mindset with the ability to work independently in a fast-paced environment.
• Excellent time management and organisational skills.
• High level of computer literacy, including Microsoft Office.
• Experience with financial platforms or back-office systems (training provided if required).

Experience Required

• Previous experience in a financial services.
• Proven track record in client administration or a similar support role.Experience in a client service-focused setting.