Financial Services Administrator

Howard James Recruitment Consultancy Ltd; Lindley; On-site; GBP 25,000 - 30,000; Full time

Job summary

A wealth management firm in Huddersfield is seeking an experienced Financial Services Administrator. The role involves client support, administration and compliance tasks. Candidates should have at least 2 years of relevant experience, excellent communication skills, and a proactive approach. The position offers a competitive salary between £25,000 and £30,000, along with 25 days of annual leave, a pension scheme, and opportunities for professional development.

Benefits

Competitive salary

25 days annual leave plus bank holidays

Pension scheme

Private medical insurance

Funded professional development

Free on-site parking

Regular team social events

Qualifications

• Minimum of 2 years' experience in a financial services administration role.
• Experience within an IFA or wealth management environment preferred.
• Confident dealing with clients both face-to-face and over the phone.

Responsibilities

• Act as the first point of contact for client enquiries.
• Build and maintain strong client relationships.
• Process and track client applications accurately.
• Ensure compliance and regulatory requirements are met.
• Support business development and marketing initiatives.

Skills

Experience in financial services administration

Excellent communication skills

Organisational skills

Attention to detail

Proactive problem-solving mindset

Client handling skills

Good knowledge of Microsoft Office

Understanding of compliance regulations

Tools

CRM systems

Microsoft Office

Job description

About the Role

We're looking for an experienced Financial Services Administrator to join a successful and professional wealth management firm based in Huddersfield. This is an excellent opportunity for someone who enjoys working in a supportive, people-focused environment where their efforts truly make a difference.

You’ll play a key role in supporting advisers and the wider team, helping to deliver exceptional service to clients and ensuring the smooth running of the business.

Key Responsibilities

Client Support & Relationship Management

• Act as the first point of contact for client enquiries, ensuring a friendly, professional and efficient service.
• Build and maintain strong client relationships through regular communication and attention to detail.
• Support the client onboarding process, ensuring all documentation is completed accurately and in line with compliance standards.

Administration & Compliance

• Process and track client applications with accuracy and care.
• Maintain client records across various systems including CRM databases.
• Ensure all compliance, regulatory and licensing requirements are met.
• Liaise with providers and head office teams to ensure smooth and timely service delivery.

Team Support & Business Development

• Work closely with senior team members to support business development and marketing initiatives.
• Assist with client events, campaigns, and service reviews.
• Provide occasional cover for colleagues during absences and contribute to a collaborative team environment.

Skills & Experience

• Minimum of 2 years' experience in a financial services administration role (experience within an IFA or wealth management environment preferred).
• Excellent communication and organisational skills.
• Strong attention to detail with a proactive, problem-solving mindset.
• Confident dealing with clients both face-to-face and over the phone.
• Good working knowledge of Microsoft Office and CRM systems.
• Understanding of financial services compliance and regulation.

What's on Offer

• Competitive salary based on experience (£25,000 - £30,000).
• 25 days annual leave plus bank holidays.
• Pension scheme.
• Private medical insurance (after qualifying period).
• Funded professional development and exam support.
• Regular team social events and client engagement opportunities.
• Free on-site parking.

This is a fantastic opportunity for an experienced financial administrator looking to join a friendly, forward-thinking firm where their contribution will be valued and their career supported.

If you're organised, professional and passionate about delivering excellent client service, we'd love to hear from you