Job 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
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:
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
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.
