Client Services Administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Client Services Administrator

Location:

Cleckheaton

Hybrid working available after training (3 days office / 2 days home)

Salary:

£26,000 - £32,000 DOE

Why Join Us?

This is an excellent opportunity to join a growing and supportive financial planning environment where collaboration and team culture are highly valued. You will be part of a busy Client Services team where work is allocated by team leaders and clients are assigned to ensure a structured and manageable workload.

The business is expanding quickly, offering stability and long-term security within a well-established and professional setting.

Benefits:

• Workplace pension scheme
• Death in service benefit (3 x salary)
• Westfield Health cash plan (including dental, eye tests, physio)
• 27 days holiday plus bank holidays
• Exams fully funded and supported
• Strong focus on employee wellbeing and supportive culture

About the Company:

A well-established financial planning business operating as part of a larger group with multiple offices. The Cleckheaton office is home to a close-knit Client Services team.

The culture is supportive, informal, and team-focused, with a strong emphasis on looking after staff and building long-term relationships.

Key Responsibilities:

• Providing administrative support within the Client Services team
• Managing allocated client relationships and ensuring smooth processing of requests
• Processing new business applications and platform administration
• Completing fund switches and ongoing investment administration
• Preparing client review packs and supporting advisers
• Working within Intelliflo and other platform systems
• Supporting general financial planning administration tasks as required

What We're Looking For:

• Previous experience in financial services administration or a similar client support role
• Strong organisational skills with attention to detail
• Ability to manage workload effectively within a team environment
• A reliable individual with strong longevity in previous roles
• A positive attitude and willingness to learn and be coached
• Comfortable working in a busy, structured environment

This role is ideal for someone looking for a long-term administrative career rather than progression into advisory roles.

Desirable Skills:

• Experience using platforms such as Quilter, Elevate, Aberdeen, or similar
• Familiarity with Intelliflo
• Exposure to financial planning administration including new business processing and fund switches
• Experience preparing review packs and supporting advisers

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.