Join a growing wealth management firm where you'll support Financial Planners and Paraplanners with the day-to-day administration of client cases. This Client Services Administrator role in Leeds offers £30,000 to £35,000, hybrid working with 2 days per week in the office, and the opportunity to take ownership of client administration within a supportive and expanding business.
Your purpose
Working closely with Financial Planners and Paraplanners, you will manage client administration from start to finish, ensuring cases progress smoothly and clients receive an excellent service. You'll take ownership of new and existing business processing, maintain accurate records, and provide valuable support across the client journey.
Your day to day
- Process investments, contributions and withdrawals across provider platforms
- Issue and chase Letters of Authority, ensuring information is received promptly from providers
- Maintain accurate client records and workflows using Intelliflo (Intelligent Office)
- Generate risk profiling questionnaires and valuation reports using Dynamic Planner
- Coordinate annual review packs, arrange meetings and support advisers with ongoing client servicing
- Manage queries from clients, advisers and the wider team
- Carry out four-eye checks on new business before submission
Client Services Administrator Requirements
- 2 to 3 years' experience within a Financial Planning or IFA administration role (Essential)
- Experience processing pensions, ISAs and GIAs on adviser platforms (Essential)
- Confident using Intelliflo (Intelligent Office) or a similar back-office CRM system (Essential)
- Understanding of FCA regulations, Consumer Duty and AML requirements (Essential)
- Experience using Dynamic Planner or supporting multiple advisers (Desirable)
The culture explained
You will be joining a growing financial planning firm with a collaborative and supportive culture. The Leeds team works closely together, values open communication and encourages people to contribute ideas as the business continues to grow.
Client Services Administrator Benefits
- Starting salary of £30,000 to £35,000, dependent on experience
- 25 days annual leave plus statutory bank holidays
- 5% matched company pension contribution via salary sacrifice
- Generous 6x salary death in service benefit
- 1x salary critical illness cover and income protection
- Electric vehicle leasing scheme via salary sacrifice
- Hybrid working pattern (2 days per week in the Leeds office)
- Full-time working hours: Monday to Friday, 9:00am to 5:00pm
- Access to discounted group private medical insurance rates
What happens next
Your application comes directly to Premier Jobs UK, not the employer. Our specialist recruitment team reviews every CV submitted and responds to every candidate. If your background matches the role, we'll arrange a confidential call to discuss the opportunity in more detail and provide further information on the business. We will never send your details anywhere without your permission.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
IFA Administrator in Leeds employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
