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Financial Services Administrator

Job Posted: 3 hours ago

Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: HD3, Lindley, Kirklees

Expire in: a month

Job Description

About the Role

We’re looking for an experienced Financial Services Administrator to join a successful and professional wealth management firm based in Huddersfield. This is an excellent opportunity for someone who enjoys working in a supportive, people-focused environment where their efforts truly make a difference.

You’ll play a key role in supporting advisers and the wider team, helping to deliver exceptional service to clients and ensuring the smooth running of the business.

Key Responsibilities

Client Support & Relationship Management

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    Act as the first point of contact for client enquiries, ensuring a friendly, professional and efficient service.

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    Build and maintain strong client relationships through regular communication and attention to detail.

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    Support the client onboarding process, ensuring all documentation is completed accurately and in line with compliance standards.

Administration & Compliance

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    Process and track client applications with accuracy and care.

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    Maintain client records across various systems including CRM databases.

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    Ensure all compliance, regulatory and licensing requirements are met.

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    Liaise with providers and head office teams to ensure smooth and timely service delivery.

Team Support & Business Development

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    Work closely with senior team members to support business development and marketing initiatives.

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    Assist with client events, campaigns, and service reviews.

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    Provide occasional cover for colleagues during absences and contribute to a collaborative team environment.

Skills & Experience

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    Minimum of 2 years’ experience in a financial services administration role (experience within an IFA or wealth management environment preferred).

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    Excellent communication and organisational skills.

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    Strong attention to detail with a proactive, problem-solving mindset.

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    Confident dealing with clients both face-to-face and over the phone.

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    Good working knowledge of Microsoft Office and CRM systems.

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    Understanding of financial services compliance and regulation.

What’s on Offer

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    Competitive salary based on experience (£25,000 – £30,000).

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    25 days annual leave plus bank holidays.

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    Pension scheme.

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    Private medical insurance (after qualifying period).

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    Funded professional development and exam support.

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    Regular team social events and client engagement opportunities.

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    Free on-site parking.

This is a fantastic opportunity for an experienced financial administrator looking to join a friendly, forward-thinking firm where their contribution will be valued and their career supported.

If you’re organised, professional and passionate about delivering excellent client service, we’d love to hear from you

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in HD3, Lindley, Kirklees! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!