Client Administrator

Location: Leeds, United Kingdom (Wellington Place)

Company

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

What you will do

• Support Financial Planners and aligned advisers with client relationship management and preparation for client meetings.
• Build client relationships, respond to enquiries, and guide clients in using portals and digital tools.
• Maintain accurate client records and provide back-office administrative support.
• Coordinate new client accounts, AML documentation, policy information, and case progression through completion.
• Prepare meeting packs, valuations, reports, and other client documentation while coordinating with operational teams.
• Identify, document, and escalate risks, breaches, or errors, and contribute to continuous improvement.

Requirements

• Previous experience in financial planning or wealth management client support or services.
• Strong organisational skills, attention to detail, and the ability to manage competing priorities and deadlines.
• Excellent communication skills for working with clients, advisers, and internal stakeholders.
• Strong problem-solving skills, sound judgement, and initiative.
• Degree-level education is preferred, although equivalent experience is valued.
• Collaborative, proactive, and client-focused approach.

Culture & Benefits

• Private medical insurance and life assurance.
• Pension contribution and generous holiday package.
• Option to purchase additional holiday and access to shared parental leave.
• Hybrid working model where applicable to the role.
• Inclusive and supportive workplace with employee resource groups and diversity, equity, and inclusion initiatives.
• Reasonable adjustments are available throughout the application process.