Administrator

Description

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

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.

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

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 xjnqpsq

*Knowledge of financial services regulation and compliance

*Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar)

The Successful Candidate will Receive Excellent Benefits:

*Bonus: Performance-related annual bonus up to 8%

*Annual Leave: 25 days plus bank holidays

Benefits:

oPension Scheme

oPrivate Medical Insurance (after qualifying period)

oProfessional development funding and exam support

oTeam social events and client entertainment opportunities

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Ad ID: 5417550495