Client Administrator (Wealth Management)

Location: Leeds, United Kingdom. Full-time office attendance is required during the six-month probation period, followed by 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

• Support Financial Planners in delivering excellent client outcomes.
• Act as a key contact for clients and maintain regular communication.
• Manage client records and maintain back-office systems in line with company policies.
• Coordinate business processing activities, including scripts, transfers, corporate actions, and static data changes.
• Prepare meeting packs and valuations as required.
• Collaborate with operational teams and internal stakeholders to improve client delivery and operational efficiency.

Requirements

• Proven experience in Financial Planning or Wealth Management.
• Experience in a client support or Financial Planner support role.
• Strong knowledge of financial products, including ISAs, SIPPs, pensions, investments, and bonds.
• Strong verbal and written communication skills with the ability to build lasting relationships.
• Excellent workload planning, organisation, attention to detail, and client service skills.
• A strong educational background, ideally degree educated, or equivalent experience.

Culture & Benefits

• Hybrid working model after the six-month probation period.
• Private medical insurance and life assurance.
• Pension contribution.
• Generous holiday allowance with the option to purchase additional holiday.
• Shared parental leave.
• Inclusive workplace with employee resource groups and diversity, equity, and inclusion initiatives.