Financial Services Administrator

Search; United Kingdom; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services firm based in Huddersfield seeks a Financial Services Administrator to provide exceptional client care and operational support. The candidate will manage client interactions, maintain records using various systems, and support business development initiatives. Candidates must have at least 2 years of experience in financial services and possess strong communication and organizational skills. This role offers a salary of £25,000 - £30,000 and benefits, including performance bonuses and 25 days of annual leave.

Benefits

Performance-related annual bonus up to 8%

25 days annual leave plus bank holidays

Pension Scheme

Private Medical Insurance

Professional development funding

Team social events

Qualifications

• Minimum 2 years' experience in financial services, preferably with St. James's Place or similar.

Responsibilities

• Act as the first point of contact for client servicing.
• Maintain accurate client records using Salesforce and other systems.
• Support business growth initiatives with the Practice Manager.

Skills

Organisational skills

Communication skills

Attention to detail

Analytical thinking

Proactive mindset

Client interaction skills

Microsoft Office proficiency

Knowledge of financial services regulation

Tools

Salesforce

ShareFile

iBusiness

Job description

Financial Services Administrator

Salary: 25,000 - 30,000 (DOE)

Location: Huddersfield (free parking available)

Hours: Mon‑Fri, 8:30am‑4:30pm

Full‑time, permanent position

Role Overview

Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long‑term client relationships.

Key Responsibilities

Client Experience & Relationship Management:

• Act as the first point of contact for client servicing with a professional and proactive approach
• Maintain and enhance client relationships through timely communication and personalised service
• Support client onboarding and ensure documentation accuracy and compliance

Operational Excellence:

• Oversee submission and tracking of client applications
• Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems
• Ensure compliance with regulatory and licensing requirements
• Liaise with Head Office and external providers for seamless service delivery

Practice Development & Collaboration:

• Work with the Practice Manager and Paraplanner to support business growth initiatives
• Contribute to marketing efforts including campaigns and client events
• Assist in developing new client opportunities and nurturing referrals

Leadership & Team Support:

• Provide locum support for senior team members during absences
• Mentor junior team members and foster a collaborative team culture
• Attend meetings, workshops, and training for continuous professional development

Required Skills and Experience

• Exceptional organisational and communication skills
• Calm, confident, and client-focused under pressure
• Strong attention to detail and analytical thinking
• Proactive and solution‑oriented mindset
• Comfortable with face‑to‑face and phone‑based client interaction
• Proficient in Microsoft Office and internal systems
• Knowledge of financial services regulation and compliance
• Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar)

Benefits

Bonus: Performance‑related annual bonus up to 8%

Annual Leave: 25 days plus bank holidays

Benefits include:

• Pension Scheme
• Private Medical Insurance (after qualifying period)
• Professional development funding and exam support
• Team social events and client entertainment opportunities

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.