Client Care Administrator – Pensions & Investments
South Manchester (Hybrid working)
Free onsite and secure parking
Salary: up to £30,000


An ambitious and fast-growing financial planning business based in South Manchester is looking to recruit an experienced Client Care Manager to join its expanding team.


This is a pivotal, client-facing role at the heart of the business, supporting advisers, paraplanners and clients to ensure a smooth, accurate and professional service experience. The role offers strong development opportunities within a supportive environment and exposure to high-quality financial planning processes.


The Role
The Client Care Manager position focuses on three core areas that make up the majority of day-to-day activity:
Appointment Making & Adviser Diary Management
*Booking annual reviews, acquisition introductions, analysis meetings and sign-up meetings (face-to-face and virtual)
*Coordinating adviser meetings efficiently, grouping clients by location where possible
*Managing appointment requests via internal workload trackers and adviser request forms
*Reviewing upcoming annual reviews three months in advance and agreeing formats and schedules with advisers
*Maintaining accurate, organised and up-to-date adviser diaries
Letters of Authority (LOA) & Transfers of Service (ToS)
*Managing LOA and ToS trackers and issuing requests to providers
*Processing LOAs for onboarding clients, ad-hoc adviser requests and acquisition cases
*Proactively chasing providers for outstanding information
*Ensuring authority is in place across all relevant client plans
*Requesting and collating policy information where required
*Maintaining accurate records across all systems and trackers
Processing Provider Documentation (Client Care Handover)
*Processing provider documentation following handover from paraplanners and client servicing teams
*Managing internal work requests and ensuring timely completion
*Completing tasks including fee increases, fund switches and Bed & ISA transactions
*Reviewing paraplanning work prior to submission to providers


Additional Responsibilities
*Answering incoming calls on the main office line and directing queries appropriately
*Logging and distributing incoming and outgoing post
*Attending weekly adviser catch-ups to review workloads and priorities
*Issuing client surveys following reviews, new business, fee changes and no-change reviews
*Supporting the wider Client Care and Client Servicing teams when required
*Ordering stationery and assisting with general office requirements
*Ensuring all client data is accurate, compliant and maintained to company standards


Key Skills & Attributes
*Strong organisational skills with the ability to manage multiple priorities
*Excellent written and verbal communication skills
*Confident using Microsoft Excel, Word and cloud-based systems (e.g. Google Sheets)
*High attention to detail and accuracy
*Proactive, collaborative and team-focused approach
*Comfortable working in a fast-paced, growing environment
*Motivated by delivering positive client outcomes and strong adviser support


Package & Benefits
*Competitive salary
*Hybrid working (office-based in South Manchester, hybrid available after probation)
*25 days holiday plus bank holidays
*Birthday holiday
*Group pension scheme (5% employer contribution)
*On-site gym
*Health Shield plan
*Free on-site parking


Apply today via NJR Recruitment quoting the reference NJR


Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.