Financial Services Administrator

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 * Act as the first point of contact for client enquiries, ensuring a friendly, professional and efficient service. * Build and maintain strong client relationships through regular communication and attention to detail. * Support the client onboarding process, ensuring all documentation is completed accurately and in line with compliance standards. Administration & Compliance * Process and track client applications with accuracy and care. * Maintain client records across various systems including CRM databases. * Ensure all compliance, regulatory and licensing requirements are met. * Liaise with providers and head office teams to ensure smooth and timely service delivery. Team Support & Business Development * Work closely with senior team members to support business development and marketing initiatives. * Assist with client events, campaigns, and service reviews. * Provide occasional cover for colleagues during absences and contribute to a collaborative team environment. Skills & Experience * Minimum of 2 years’ experience in a financial services administration role (experience within an IFA or wealth management environment preferred). * Excellent communication and organisational skills. * Strong attention to detail with a proactive, problem-solving mindset. * Confident dealing with clients both face-to-face and over the phone. * Good working knowledge of Microsoft Office and CRM systems. * Understanding of financial services compliance and regulation. What’s on Offer * Competitive salary based on experience (£25,000 – £30,000). * 25 days annual leave plus bank holidays. * Pension scheme. * Private medical insurance (after qualifying period). * Funded professional development and exam support. * Regular team social events and client engagement opportunities. * 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