Client Service Administrator - Wealth Management

Graduate Recruitment Bureau
Leeds

Join one of the UK’s most reputable and established investment managers! It’s an exciting time to join us as we continue our growth, where our people will make a real difference.

Location - Leeds

Start Date - ASAP

Employment Type - 3 month fixed term contract

What Will You Be Doing?

This is an exciting opportunity to join their SIPP (Self-Invested Personal Pension) team as a client service administrator , where you’ll take ownership of more complex administrative tasks, working closely with experienced colleagues while ensuring a high level of accuracy. From producing key management information and supporting reporting for senior stakeholders, to getting involved in system testing (UAT), you’ll play an important role in how the team operates and improves.

Alongside this, you’ll help drive continuous improvement by spotting ways to make processes more efficient and enhance the overall client experience. You’ll gain excellent industry experience whilst building strong organisational, technical, and problem-solving skills while making a real impact.

What Can We Offer You?

  • £24.5k salary on a 3 month fixed term contract
  • 10% pension contribution from day 1, and many well-being benefits including gym discounts and private health insurance
  • Full training programme to develop key skills in a supportive, collaborative environment

What Are We Looking For?

We are looking for students or graduates from any degree background who are looking to gain 3 months of commercial experience. No previous experience is needed though a high standard of writing skills, knowledge of Excel/Office suites and a strong attention to detail is required. Any experience in finance is beneficial though not essential.

Sounds Interesting? Roles will be filled on a first come first served basis, so don't hesitate to apply. All you need is an updated CV and we will be in touch shortly after. Apply now!

Posted 2026-03-25

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