Armitage Search & Advisory
Technical Client Administrator | Wealth
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The Opportunity
We are working exclusively with a prestigious wealth management practice in Leeds City Centre to appoint a Technical Client Administrator — a vital role positioned at the very core of client service delivery and technical back-office execution.
This isn't a transactional, assembly-line processing job. You will take full ownership of approximately 150 client households, managing the end-to-end client journey with precision, deep technical understanding, and total accountability.
Key Technical & Operational Responsibilities:
- Technical File Preparation: Compiling detailed meeting packs, drafting Letters of Authority (LOAs), gathering complex valuation data, and reviewing existing policy structures across pensions, ISAs, GIAs, and onshore/offshore bonds.
- Post-Meeting Processing & Submissions: Accurately executing adviser recommendations, submitting applications across major investment platforms, and managing complex transfer processes (including occupational pensions and platform-to-platform re-registration).
- Data & Platform Management: Navigating back-office CRM systems (e.g., Intelligent Office, Xplan, CURO) and platform portals to maintain flawless client data integrity and full audit trails.
- Technical & Compliance Accuracy: Ensuring all documentation and client files meet strict regulatory and compliance standards prior to submission, minimizing technical queries and delays.
- End-to-End Ownership: Overseeing client inquiries, managing third-party providers, and ensuring every touchpoint reflects high-caliber technical competence.
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What We Are Looking For:
- Proven Technical Background: Extensive experience as a Client Administrator or Technical Support Specialist within an IFA practice, Wealth Management firm, or SJP environment.
- Deep Product & Platform Knowledge: Strong familiarity with tax wrappers (SIPPs, SSAS, ISAs, VCTs/EIS), platform mechanics, pension transfer requirements, and regulatory administration.
- High Attention to Detail: A meticulous, "right-first-time" approach to complex paperwork, valuations, and compliance checks.
- Proactive & Independent: Someone who takes genuine ownership of their desk, anticipates technical hurdles, and doesn't need to be micro-managed.
The Person:
We are looking for someone who is quietly excellent. You know your craft inside and out, take pride in technical accuracy, and recognize that in wealth management, the quality of administrative execution directly impacts client outcomes. You don't need to be the loudest voice in the room — just the most reliable and technically competent.
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What’s On Offer:
- Competitive Salary & Package reflective of your technical skill set.
- Prime Location: Based full-time in modern offices in Leeds City Centre.
- Culture: A highly supportive, respected team that genuinely values back-office support staff as equal partners to advisers.
How To Apply:
This role is being handled exclusively by Armitage Search & Advisory. We are executing a targeted headhunting search and welcome direct, confidential approaches from qualified professionals.
To discuss in confidence: Contact David Armitage directly via LinkedIn or email david@armitagesearch.co.uk.
All inquiries are handled with complete discretion.
Armitage Search & Advisory — Specialist Headhunting in Wealth Management & Financial Services.
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