Client Administrator - #2077241

Job 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.