Hybrid Client Services Administrator for Financial Planning

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

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.