Client Administrator

Job Title: Client Administrator

Location: Manchester

Salary: Up to £30,000 (depending on experience)

Working Hours: 9am - 5pm, Monday to Friday

Reference Number: 9862

About the Role

Recruit UK is working on behalf of a well-established financial services firm who are looking to appoint a Client Administrator to join their growing team in Manchester. This is an excellent opportunity for a detail-oriented and proactive individual seeking to build a career within the financial services sector. The role offers strong development prospects, with the opportunity to grow into broader back-office functions over time.

Key Responsibilities

Client Review Pack Preparation:

• Obtain valuations, performance data, and charges disclosures.
• Produce and issue annual review packs to clients.

Client Data Collection & Management:

• Issue Investment Risk Questionnaires (IRQs) and Fact Finds.
• Update internal systems with client responses.
• Notify advisers of any changes and follow up with clients via email, post, or phone.

System Maintenance:

• Upload and manage client data generated or received.

Group Scheme Administration:

• Liaise with employers for updated staff data.
• Create annual review packs for Group Pension Plan (GPP) members.
• Coordinate adviser meetings and ensure invoicing and database updates are completed.

Documentation & Compliance:

• Draft simplified Annual Review Suitability Assessment Letters from templates and detailed adviser meeting notes.
• Carry out Anti-Money Laundering checks via Smartsearch.
• Adhere to FCA Conduct Rules and company policies.

General Administration:

• Answer incoming calls and take messages.
• Greet visitors and maintain the reception and meeting room presentation.
• Manage incoming and outgoing mail.
• Calculate client fees and issue Client Agreements via post or DocuSign.

Future Development

This role has a clear scope for progression. As your experience grows, you'll be given opportunities to support in:

• Fund switches.
• ISA, GIA, and Bond withdrawals.
• Pension income withdrawals.
• Processing new business.
• Other administrative tasks supporting the advisory team.

This is a long-term opportunity for someone looking to grow within the profession.

Candidate Profile

We're looking for someone who is:

• Detail-oriented with strong organisational skills.
• Punctual and dependable.
• Confident using Microsoft Word and Excel.
• A strong communicator, both verbally and in writing.
• Eager to learn and develop a career within financial services.

Benefits Package

• Basic Salary: Up to £30,000 basic salary.
• Pension Contribution
• Death in Service
• Critical Illness Cover
• Income Protection
• Holiday Entitlement: 26 days Bank holidays (Due to rise).
• Career Development: Support available for financial services qualifications

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Client Administrator role in Manchester.

Our commitment to you

Start every journey with a conversation to find out about you in depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.