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
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
