Financial Services Administrator

inancial Services Administrator Location: Huddersfield, West Yorkshire (Lindley, HD3) Salary: £25,000 – £30,000 (Depending on Experience) Job Type: Full-time | Monday to Friday | Office-based Howard James Recruitment are delighted to be supporting a respected wealth management practice in Huddersfield as they look to welcome an experienced Financial Services Administrator to their growing team. This is a superb opportunity for someone who thrives in a fast-paced, client-focused environment and is looking to build a long-term career within financial services. Working closely with advisers, paraplanners, and the Practice Manager, you’ll play a key role in delivering first-class client service and ensuring the smooth running of day-to-day operations. Key Responsibilities Client Experience & Support * Act as the first point of contact for client enquiries, providing a warm, professional and proactive service * Maintain strong client relationships through regular communication and personalised support * Assist with client onboarding, ensuring all documentation is completed accurately and compliantly Operational Administration * Manage the submission and tracking of client applications * Maintain accurate client records across internal systems such as Salesforce and ShareFile * Ensure compliance, regulatory requirements, and licensing documentation are fully up to date * Liaise with providers and head office support teams to ensure efficient service delivery Team Collaboration & Practice Support * Work closely with the wider team to support business growth and operational improvements * Assist with marketing initiatives, client events, and service-related activities * Contribute to the development of referral opportunities and new client relationships Leadership & Team Contribution * Provide support to senior team members during absence * Mentor junior colleagues and promote a positive, collaborative working culture * Attend training, workshops, and development sessions to enhance your professional skills Skills & Experience Required * Minimum 2 years’ experience within financial services (SJP or IFA background advantageous) * Strong organisational and communication skills * Confident managing clients both face-to-face and over the phone * Excellent attention to detail and a proactive, solution-focused approach * Competent with Microsoft Office and internal financial systems * Good understanding of industry regulation and compliance Salary & Benefits * £25,000 – £30,000 per year (dependent on experience) * Annual performance-related bonus (up to 8%) * 25 days annual leave plus bank holidays * Company pension * Private medical insurance (after qualifying period) * Ongoing professional development and exam support * Regular team social events * Free onsite parking Working Hours * Full-time, Monday to Friday * Core hours: 8:30am – 4:30pm * Office-based role If you're an experienced Financial Services Administrator looking for a friendly, supportive practice where you can develop your career, Howard James Recruitment would love to hear from you