Wealth Manager Administrator

Armitage Search & Advisory; Leeds; On-site; GBP 22,000 - 32,000; Full time

Job summary

Armitage Search & Advisory in Leeds is seeking a Client Administrator for a wealth management practice, responsible for the end-to-end client journey across about 150 client households, from meeting prep to submission and completion. You will work closely with advisers and the wider team, own your workload, and be trusted to reflect the high standards of the practice in every client touchpoint.

This full-time, office-based role offers a stable environment, a close-knit team, and a central role

Qualifications

• Solid experience in a client administration role within wealth management, an IFA firm or comparable financial services environment
• Understanding of the full client journey from meeting prep through to submission
• Proactive, reliable, and able to own workload without prompting

Responsibilities

• Prepare client files ahead of adviser meetings
• Capture and process information post-meeting
• Manage submissions and track progress
• Ensure every client touchpoint is handled with accuracy, care and professionalism

Skills

Client administration

Wealth management

Attention to detail

Ownership

Job description

We are working exclusively with a highly regarded wealth management practice to appoint a Client Administrator a role that sits at the very heart of how this practice delivers for its clients.

If you take genuine pride in the quality of your work, love owning the client journey from start to finish, and want to join a team that holds itself to a genuinely high standard this one's worth a conversation.

The Role:

You’ll be responsible for managing approximately 150 client households, overseeing the full client experience from initial meeting preparation right through to submission and completion.

This is a true end-to-end role, not a narrow slice of a process. The person who takes it on will understand properly understand what outstanding client administration looks like in practice, and will take real satisfaction in delivering it.

Day to day you’ll be preparing client files ahead of adviser meetings, capturing and processing information post-meeting, managing submissions, and ensuring every client touchpoint is handled with accuracy, care and professionalism.

You’ll work closely with the adviser and wider team, and your work will be trusted to reflect directly on the practice and the clients it serves a genuine mark of confidence in your ability.

What We’re Looking For:

• Solid experience in a client administration role within wealth management, an IFA firm or comparable financial services environment
• A thorough understanding of the full client journey from meeting prep through to submission
• Someone who takes real ownership of their workload and doesn’t need to be chased
• Strong attention to detail and a genuine commitment to getting things right first time
• Experience within an SJP practice, IFA firm or wealth management business highly desirable
• Full time, office based in Leeds, West Yorkshire

The Person:

We’re looking for someone who is quietly excellent who knows their craft, takes pride in the detail, and understands that in wealth management the client experience is everything. You don’t need to be the loudest person in the room, but you do need to be the most reliable — and you’ll be recognised and valued for exactly that.

If you’ve built your career in this space, managed a meaningful client bank, and can demonstrate real depth of experience across the full client journey, we would love to hear from you.

What’s On Offer:

A competitive salary within a respected and growing wealth management practice that genuinely values its support staff as much as its advisers.

A stable, well-run environment where good work is noticed, a close-knit team, and real scope to be seen as the backbone of client delivery not just a cog in the process. Full time, office based in Leeds, West Yorkshire.