Senior Client Support Administrator – Financial Services

About the role

We are looking for a Senior Client Support Administrator to join a fast‑paced financial services practice in Leeds. You will provide high‑level technical and administrative assistance while delivering excellent customer service to clients and third parties.

Key responsibilities

• Deliver technical and administrative support to the practice’s advisers and clients.
• Act as the primary point of contact for client and third‑party enquiries.
• Process business submissions using bespoke software, ensuring accuracy and adherence to agreed timescales.
• Handle cases involving death claims, trusts, multi‑trust planning, investment bonds, VCT/EIS, SIPP/SSAS.
• Coach and mentor newer team members and champion continuous improvement.

Required profile

• Several years’ experience in financial services, wealth management or an IFA environment.
• Confident, numerate and professional with a proactive ‘can‑do’ attitude.
• Excellent IT and communication skills; highly organised and able to make decisions independently.
• Self‑starter capable of working with little or no supervision.
• Discreet when dealing with third parties and sensitive information.

Required skills

• Salesforce (CRM)
• iBusiness
• Docusign

What we offer

• Salary of £35,000 per year plus benefits.
• Full‑time, in‑office role (onsite).
• Opportunity to progress within the St. James’s Place accreditation framework.