Armitage Search & Advisory
Client Administrator — Wealth Management
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Client Administrator — Wealth Management
We are working exclusively with a highly regarded wealth management practice to appoint a Client Administrator, a role that sits at the very heart of how this practice delivers for its clients. Based in a stunning office in the heart of Leeds' premier business district, less than 10 minutes' walk from the station, this is a role and a workplace worth talking about.
If you take genuine pride in the quality of your work, own the client journey from start to finish, and want to be part of a team that holds itself to a high standard — this is worth ten minutes of your time.
The Role
You will own the full client journey for approximately 150 client households from initial meeting preparation right through to submission and completion. This is a genuine end-to-end role, not a narrow slice of a process.
Day to day, you will:
- Prepare client files ahead of adviser meetings, ensuring every detail is accurate and nothing is missed
- Capture and process information following meetings with precision and pace
- Manage submissions across pensions, investments and protection, liaising confidently with providers
- Handle every client touchpoint with the accuracy, care and professionalism this client bank expects
- Work closely with the adviser and wider team as a trusted, capable partner not just a processor
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The standard of what leaves your desk will reflect directly on the practice and the clients it serves.
What We're Looking For
- Solid experience in client administration within wealth management, an IFA firm, or a comparable financial services environment
- Good working knowledge of wealth products, including pensions administration — transfers, contributions, and provider-side processes
- A thorough understanding of the full client journey, from meeting prep through to submission
- Someone who takes real ownership of their workload and doesn't need to be chased
- Sharp attention to detail and a genuine commitment to getting things right first time
- Experience within an SJP practice, IFA firm or wealth management business highly desirable
- Full time, office based — Leeds City Centre
The Person
We're looking for someone quietly excellent. Someone who knows their craft, takes pride in the detail and understands that in wealth management the client experience is everything. You don't need to be the loudest person in the room but you do need to be the most reliable.
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If you've built your career in this space, managed a meaningful client bank and can demonstrate real depth of experience in the full client journey we would love to hear from you.
What's On Offer
A competitive salary within a respected and growing wealth management practice that genuinely values its support staff as much as its advisers plus a genuinely impressive working environment in one of Leeds' best office locations, right in the heart of the business district and under 10 minutes from the station. Full time, office based in Leeds City Centre.
How To Apply
This role is being handled exclusively by Armitage Search & Advisory. We are conducting a full headhunting search and welcome approaches from strong candidates, whether you're actively looking or simply open to a confidential conversation.
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