Financial Planning Client Administrator

Location: Newcastle Upon Tyne, United Kingdom; full-time office attendance is required for the first 6 months, 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 UK.

What you will do

• Provide full administrative support to aligned Financial Planners.
• Build client relationships, maintain regular contact, and support positive client outcomes.
• Liaise with operational teams on scripts, transfers, corporate actions, and static data changes where applicable.
• 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 is essential.
• Strong knowledge of financial products, including ISAs, SIPPs, pensions, and investments.
• Strong client service ethic and communication skills with the ability to build relationships.
• Excellent workload planning and organisational skills.
• Ambition to build a career in financial services and willingness to learn and develop.

Culture & Benefits

• Structured training and competency programme supporting personal and professional development.
• Opportunities for ongoing study, qualifications, and collaboration with experienced Investment Managers and Financial Advisers.
• Private medical insurance, life assurance, and pension contribution.
• Generous holiday package with the option to purchase additional holiday and shared parental leave.
• Hybrid working after successful completion of the initial probation period.
• Inclusive workplace supported by employee resource groups and diversity, equity, and inclusion initiatives.