We are working exclusively with a highly regarded wealth management practice in Leeds to appoint a Senior Client Administrator — a role that sits at the very heart of how this practice delivers for its clients.
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 — read on.
The Role
You will be responsible for managing approximately 150 client households, overseeing the full client experience from initial meeting preparation right through to submission and completion.
This is an end to end role not a narrow function within a process and the person who takes it on will be someone who understands what outstanding client administration actually looks like in practice.
Day to day you will be preparing client files ahead of adviser meetings, capturing and processing information post-meeting, managing submissions and ensuring every client touchpoint is handled with accuracy, care and professionalism. You will work closely with the adviser and wider team, and the standard of what leaves your desk will reflect directly on the practice and the clients it serves.
What We Are Looking For
- Solid experience in a client administration role within wealth management, an IFA firm or comparable financial services environment
- 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
- Strong 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
The Person
We are looking for someone who is 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.
If you have 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 values its support staff as much as its advisers. Full time, office based in Leeds.
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 are actively looking or simply open to a confidential conversation.
To find out more please contact David Armitage directly via LinkedIn or email David@armitagesearch.co.uk. All enquiries handled with complete discretion.
Armitage Search & Advisory — Specialist Headhunting in Wealth Management & Financial Services
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