Location: Hybrid working from their Northallerton officeEmployment Type: PermanentSalary: Competitive, dependent on experience About the Company Our client is a forward-thinking financial services organisation undergoing exciting growth and transformation. With a strong foundation in financial planning and investment management, they are committed to delivering exceptional service through innovative technology and streamlined processes. Their mission is to empower clients with smart financial solutions while supporting their team with modern tools and a collaborative working environment. Role Overview As a Client Administrator, you will play a key role in supporting Financial Planners and internal teams by ensuring the smooth and compliant administration of financial advice services. This is a dynamic and client-focused role requiring excellent organisational skills, attention to detail, and the ability to work collaboratively across departments. Key Responsibilities Manage the end-to-end process of new business applications. Liaise with third-party providers to ensure timely and accurate processing of client documentation. Maintain up-to-date client records and ensure all actions are logged in internal systems. Handle Letters of Authority and Transfers of Authority, following up with providers to obtain necessary information. Support Financial Planners with meeting preparation and pipeline updates. Respond to client and third-party queries via phone and email in a ..... full job details .....