Team Administrator

Eden Recruitment Ltd; Harrogate; Hybrid; GBP 27,000; Full time

Job summary

Join a prestigious investment management team as a Client Services Administrator in Harrogate. This role offers a unique opportunity to support a leading wealth management business known for its exceptional client care. You will be instrumental in ensuring seamless client onboarding, maintaining records, and providing comprehensive administrative support. With a hybrid working model and a commitment to professional excellence, this is an ideal position for someone who thrives in a dynamic environment and is eager to contribute to a collaborative team. If you are detail-oriented and passionate about delivering outstanding service, this could be your next career step.

Benefits

25 days' annual leave plus bank holidays

6% employer pension contribution

Private medical insurance

Group life assurance

Income protection insurance

Support for further education

Employee Assistance Programme

Two additional days for voluntary work

Employee discount schemes

Qualifications

• Experience in administrative roles, preferably in financial services.
• Strong communication skills for client interactions.

Responsibilities

• Provide administrative support to the investment management team.
• Liaise with clients and assist with onboarding processes.

Skills

Verbal Communication

Written Communication

Organizational Skills

Problem-Solving

Detail Orientation

Education

Administrative Experience

Financial Services Experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Client Services Administrator

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

Salary: £27,000 plus benefits

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.
• Hybrid working model.
• 25 days' annual leave plus bank holidays.
• 6% employer pension contribution.
• 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.