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Financial Services Administrator

Job Posted: an hour ago

Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: Huddersfield, West Yorkshire

Expire in: a month

Job Description

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Financial Services Administrator
Salary: £25,000 - £30,000 (DOE) 
Location: Huddersfield (free parking available) 
Hours: Mon-Fri, 8:30am-4:30pm
Full-time, permanent position
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Role Overview:
Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships.
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The Key Responsibilities of the Financial Services Administrator:
Client Experience & Relationship Management:
* Act as the first point of contact for client servicing with a professional and proactive approach
* Maintain and enhance client relationships through timely communication and personalised service
* Support client onboarding and ensure documentation accuracy and compliance
Operational Excellence:
* Oversee submission and tracking of client applications
* Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems
* Ensure compliance with regulatory and licensing requirements
* Liaise with Head Office and external providers for seamless service delivery
Practice Development & Collaboration:
* Work with the Practice Manager and Paraplanner to support business growth initiatives
* Contribute to marketing efforts including campaigns and client events
* Assist in developing new client opportunities and nurturing referrals
Leadership & Team Support:
* Provide locum support for senior team members during absences
* Mentor junior team members and foster a collaborative team culture
* Attend meetings, workshops, and training for continuous professional development
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The Required Skills and Experience of the Financial Services Administrator:
* Exceptional organisational and communication skills
* Calm, confident, and client-focused under pressure
* Strong attention to detail and analytical thinking
* Proactive and solution-oriented mindset
* Comfortable with face-to-face and phone-based client interaction
* Proficient in Microsoft Office and internal systems
* Knowledge of financial services regulation and compliance
* Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar)
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The Successful Candidate will Receive Excellent Benefits:
* Bonus: Performance-related annual bonus up to 8%
* Annual Leave: 25 days plus bank holidays
* Benefits: 
o Pension Scheme
o Private Medical Insurance (after qualifying period)
o Professional development funding and exam support
o Team social events and client entertainment opportunities
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