Full job descriptionJob Title: Client Administrator
Locations: Manchester
Salary: Up to £30,000
Reference Number: 10392
Are you an organised and proactive administrator looking to build a long-term career within financial services?
We’re working with a highly respected financial planning firm that is looking to add a Client Administrator to its growing team. This is a fantastic opportunity for someone who enjoys working in a fast-paced environment and wants to be part of a collaborative and professional business that genuinely invests in career development.
You’ll work closely with Financial Advisers and Paraplanners, playing a key role in delivering a high-quality experience to both new and existing clients. With full training, ongoing support and funded professional development, this role offers excellent progression opportunities for those looking to build a career within wealth management.
You’ll benefit from structured training, funded exams and dedicated development programmes designed to help you grow your knowledge and career.
Key Responsibilities – Client Administrator
Your day-to-day duties will include:
*Preparing and compiling client meeting packs, including portfolio valuations, application forms and compliance documentation
*Supporting advisers with new business processing and ongoing client administration
*Monitoring applications and keeping all parties updated on progress
*Processing adviser fees and following up on outstanding payments
*Carrying out anti-money laundering checks and ensuring all work is completed in line with FCA regulations and company standards
*Handling queries from advisers, clients and providers via phone and email
What We’re Looking For – Client Administrator
The successful candidate will have:
*Previous experience within a financial planning or wealth management environment
*Strong communication skills, both written and verbal
*The ability to manage multiple tasks and deadlines effectively
*A proactive approach and strong attention to detail
*Confidence working within a busy and demanding environment
What’s on Offer
In return, you’ll receive a competitive benefits package and the opportunity to join a supportive business with a strong culture and clear progression routes.
Benefits include:
*Starting salary of up to £30,000 + Annual Bonus
*25 days holiday plus bank holidays + Birthday off (Option to purchase additional days)
*Life assurance (4x salary)
*Funded professional exams and paid study leave
*Flexible benefits package
*Cycle to Work scheme
*Two paid volunteering days each year
*Employee Assistance Programme with 24/7 support
*Access to an internal mortgage advice service
*Regular local and companywide social and charity events
If you’re looking for a role where you can develop your skills, progress your career and be part of a supportive team environment, we’d love to hear from you.