Team Administrator

JR United Kingdom; Harrogate; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a proactive Client Services Administrator to support their prestigious investment management team in Harrogate. This hybrid role involves liaising with clients, ensuring smooth onboarding, and providing comprehensive administrative support. Ideal candidates will be detail-oriented, organized, and possess strong communication skills. Join a collaborative and innovative environment where your contributions are valued, and embark on a rewarding career path with opportunities for professional growth and development.

Benefits

25 days annual leave

Private medical insurance

Group life assurance

Income protection insurance

Support for further education

Employee Assistance Programme

Voluntary work days

Employee discount schemes

Qualifications

• Experience in an administrative role, preferably in financial services.
• Strong verbal and written communication skills for client interactions.
• Proficient in Microsoft Office applications.

Responsibilities

• Provide secretarial and administrative support to the investment management team.
• Liaise with clients, assist with onboarding, and maintain client records.
• Support quarterly valuation processes and handle account administration.

Skills

Administrative Support

Client Communication

Detail Orientation

Problem-Solving

Microsoft Office Suite

Education

Experience in Administrative Role

Experience in Financial Services

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

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Location: Harrogate (Hybrid Working- 3 days in office)

A fantastic opportunity has arisen for a highly organised and proactive Client Services Administrator to join a prestigious investment management team based in Harrogate. This role offers the chance to support a leading wealth management business that provides a full range of investment services to private clients, with an outstanding reputation for client care and professional excellence.

You will play a vital role in supporting the investment management team, liaising directly with clients and intermediaries, and ensuring the smooth onboarding of new clients. This is a great opportunity for someone who is passionate about delivering exceptional service, is detail-oriented, and thrives in a busy, professional environment.

Key Responsibilities:

• Provide comprehensive secretarial and administrative support to the investment management team.
• Liaise directly with clients on behalf of Investment Managers, taking instructions and booking meetings.
• Assist with client onboarding, preparing reports, maintaining client records, and ensuring all documentation is compliant and up to date.
• Support the quarterly valuation process, including drafting client communications and coordinating with third parties.
• Handle cash movements and account administration, including processing ISA subscriptions and SIPP transfers.
• Maintain and update management information and suitability logs in Excel.
• Assist in preparing client presentations using PowerPoint.
• Identify and suggest improvements to internal processes and systems to enhance efficiency.
• Support wider office functions, including answering overflow calls from reception.
• Keep up to date with company policies, procedures, and compliance requirements.

About You:

• Previous experience working in an administrative role; experience within financial services is advantageous but not essential.
• Strong verbal and written communication skills, with the ability to deal professionally with clients and colleagues.
• Highly organised, detail-focused, and a natural problem-solver.
• Confident working independently as well as part of a team.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Enthusiastic, adaptable, and eager to support a team committed to service excellence.

What’s on Offer:

• Competitive salary and discretionary bonus scheme.
• 25 days’ annual leave plus bank holidays.
• Private medical insurance, group life assurance, and income protection insurance.
• Support for further education and professional training.
• Confidential Employee Assistance Programme.
• Two additional days per year for voluntary work.
• Access to employee discount schemes.

Company Culture:

You will be joining a highly professional and collaborative business that embraces innovation, trusts its people, and maintains the highest standards of service for clients. If you are looking for a role where your skills and commitment will be genuinely valued, this could be the perfect next step in your career.