Leeds
Job Title: Senior Client Service Administrator
Salary: £32,000 to £38,000 per annum (depending on experience)
Location: West Yorkshire
Overview:
An exciting opportunity has arisen to join a multi-award-winning, forward-thinking financial planning firm that places genuine value on its people and culture. This is a key role for an experienced Senior Administrator looking to take ownership of client service delivery while supporting the growth of a professional and collaborative advice team.
About the Role:
As a Senior Client Service Administrator, you will provide high-level support across the full client journey – from onboarding through to annual reviews – ensuring a seamless, accurate, and professional experience for both clients and advisers. You will act as a central figure within the team, helping to mentor junior colleagues and contribute to ongoing process improvements.
Key Responsibilities:
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Act as a key point of contact for clients, maintaining excellent communication and ensuring a responsive and high-quality experience at all stages of their journey
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Manage client administration processes, ensuring accuracy and regulatory compliance from onboarding to ongoing servicing
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Prepare documentation and support financial planners with meeting preparation and case coordination
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Maintain client records and manage internal systems efficiently
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Champion best practices across compliance, operations, and service standards
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Provide guidance and mentoring to junior team members, contributing to a supportive and high-performing team culture
What We’re Looking For:
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At least 5 years’ experience in financial services administration, ideally within a financial planning or wealth management environment
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Strong understanding of compliance and regulatory frameworks in financial services
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Professional and confident communication skills, with a warm and client-focused manner
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Excellent attention to detail, time management, and organisational ability
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Proactive approach with the ability to manage your own workload effectively
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A genuine interest in supporting others and developing leadership skills
Why Join?
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Competitive salary based on experience
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Join a highly respected and values-driven firm with strong growth plans
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Supportive working environment with opportunities for professional development
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Be part of a collaborative team that puts clients at the heart of everything they do