Client Administrator (Financial Planning)

Location: Newcastle, United Kingdom. Full-time office attendance is required for the first six months; after successful completion of probation, the role moves to a hybrid pattern of three days in the office and two days working from home.

Company

hirify.global provides wealth management, investment management, and financial planning advice to clients in the UK.

What you will do

• Provide full administrative support to aligned Financial Planners.
• Build client relationships and maintain regular contact.
• Coordinate with operational teams on scripts, transfers, corporate actions, and static data changes.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

Requirements

• Previous experience in Financial Planning Client Administration.
• Strong knowledge of ISAs, SIPPs, pensions, and investments.
• Strong client service and communication skills.
• Ability to build relationships and organise workload effectively.
• Ambition to build a career in financial services and willingness to learn and develop.

Culture & Benefits

• Structured training and competency programme with opportunities for professional development.
• Ongoing study and qualification support.
• Collaboration with experienced Investment Managers and Financial Advisers.
• Private medical insurance, life assurance, pension contribution, and a generous holiday package.
• Option to purchase additional holiday and access to shared parental leave.
• Inclusive and supportive workplace with employee resource groups and diversity, equity, and inclusion initiatives.