Client Services Administrator - Exclusive to Taylor James

We are exclusively partnering with a highly regarded, award-winning financial planning firm in Leeds who are lookingto recruit a Client Services Administrator.

Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management.

Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future, offering a clear development pathway.

Role Overview

• Supporting Financial Planners & Paraplanners with day-to-day administration
• Acting as a first point of contact for clients
• Processing new business applications across core financial products
• Ensuring all transactions are processed accurately and compliantly
• Preparing documentation for client review meetings
• Obtaining client portfolio valuations
• Full job specification available on request

Key Requirements

• Minimum 12 months' experience(essential)
• Experience working with HNW clients(desirable)
• Working towards the CII Level 4 Diploma(desirable)

The Package

• Starting salary: up to c£36,000 + bonus
• Hybrid / flexible working
• Core Working hours: 9am - 5pm
• Company pension: 5% employer contribution
• 25 days holiday
• Full study support towards professional qualifications
• Private Medical Insurance
• Life Cover:4x salary
• Regular company social events

To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.