https://jobs.co.uk/job/client-services-administrator-exclusive-to-taylor-james-taylor-james-professional-recruitment--f28b9fb9-5322-476e-8eda-0dc2214f7128 RSS feed for Client Services Administrator - Exclusive to Taylor James at Taylor James Professional Recruitment. en-gb Sun, 24 May 2026 03:01:23 GMT https://jobs.co.uk/job/client-services-administrator-exclusive-to-taylor-james-taylor-james-professional-recruitment--f28b9fb9-5322-476e-8eda-0dc2214f7128 https://jobs.co.uk/job/client-services-administrator-exclusive-to-taylor-james-taylor-james-professional-recruitment--f28b9fb9-5322-476e-8eda-0dc2214f7128 Wed, 20 May 2026 11:53:22 GMT Location: Leeds | Salary: 30000.00-30000.00 Annual | Type: Permanent | We are exclusively partnering with a highly regarded, award-winning financial planning firm in Leeds who are lookingto recruit a Client Services Administrator.Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management.Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future, offering a clear development pathway.Role OverviewSupporting Financial Planners and Paraplanners with day-to-day administrationActing as a first point of contact for clientsProcessing new business applications across core financial productsEnsuring all transactions are processed accurately and compliantlyPreparing documentation for client review meetingsObtaining client portfolio valuationsFull job specification available on requestKey Requirements Minimum 12 months'' experience(essential)Experience working with HNW clients(desirable)Working towards the CII Level 4 Diploma(desirable)The PackageStarting salary: up to c£36,000... Permanent