Financial Planning Client Administrator

Location: Leeds, United Kingdom. Full-time in the office during the 6-month probation period, followed by a hybrid pattern of 3 days in the office and 2 days working from home.

Company

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

What you will do

• Support aligned Financial Planners and help deliver strong client outcomes.
• Build client relationships and maintain regular communication.
• 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 accurate client records in line with company policies.

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 relationships.
• Excellent organisation, workload planning, attention to detail, and client service skills.
• A strong educational background, ideally degree educated; equivalent experience is also valued.

Culture & Benefits

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