Job Title: Private Client Administrator

Salary: Up to £35,000 per year

Working Pattern: Full-time OR Part-time (4 days a week considered)

About the Private Client Administrator Role:

A respected and growing financial planning firm in West Yorkshire is looking to appoint an experienced Private Client Administrator to join their supportive and friendly team. This is an excellent opportunity for someone with experience in financial planning administration who enjoys being a key point of contact for clients and advisers alike.

If you’re organised, detail-focused and enjoy providing high-quality administrative support within a professional environment, this role offers long-term stability and the chance to add real value.

Private Client Administrator Key Responsibilities:

• Provide comprehensive administrative support to Financial Planners and Paraplanners
• Process new business, including pensions, investments, and protection cases
• Prepare client documentation, review packs, and correspondence
• Maintain accurate client records and ensure compliance standards are met
• Liaise with product providers and clients to ensure a smooth client journey
• Assist with general office administration and workflow management

What We’re Looking For:

• Previous experience within a financial planning, wealth management, or IFA environment
• Strong understanding of pensions, investments, and financial services processes
• Excellent organisational skills with strong attention to detail
• Confident communication skills and a client-focused approach
• Comfortable working in an office-based setting as part of a close-knit team

What’s on Offer:

• Up to £35,000 salary (depending on experience)
• Open to part-time (4 days per week)
• Supportive and friendly working environment
• Office-based role offering great team culture and collaboration
• Opportunity to play an important role within a reputable financial planning business