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

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Act as the first point of contact for client enquiries, providing a warm, professional and proactive service

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Maintain strong client relationships through regular communication and personalised support

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Assist with client onboarding, ensuring all documentation is completed accurately and compliantly

Operational Administration

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Manage the submission and tracking of client applications

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Maintain accurate client records across internal systems such as Salesforce and ShareFile

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Ensure compliance, regulatory requirements, and licensing documentation are fully up to date

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Liaise with providers and head office support teams to ensure efficient service delivery

Team Collaboration & Practice Support

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Work closely with the wider team to support business growth and operational improvements

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Assist with marketing initiatives, client events, and service-related activities

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Contribute to the development of referral opportunities and new client relationships

Leadership & Team Contribution

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Provide support to senior team members during absence

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Mentor junior colleagues and promote a positive, collaborative working culture

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Attend training, workshops, and development sessions to enhance your professional skills

Skills & Experience Required

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Minimum 2 years' experience within financial services (SJP or IFA background advantageous)

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Strong organisational and communication skills

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Confident managing clients both face-to-face and over the phone

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Excellent attention to detail and a proactive, solution-focused approach

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Competent with Microsoft Office and internal financial systems

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Good understanding of industry regulation and compliance

Salary & Benefits

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£25,000 - £30,000 per year (dependent on experience)

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Annual performance-related bonus (up to 8%)

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25 days annual leave plus bank holidays

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Company pension

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Private medical insurance (after qualifying period)

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Ongoing professional development and exam support

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Regular team social events

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Free onsite parking

Working Hours

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Full-time, Monday to Friday

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Core hours: 8:30am - 4:30pm

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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