Location
MANCHESTER
Salary £26000 - £30000 TypePermanent WorkplaceOn-Site Ref89462
Recruiter Managing This Role
Client Services Administrator Financial Planning Firm (South Manchester)
Salary: Competitive + excellent benefits
A growing and forward-thinking financial planning firm in South Manchester is looking to appoint an experienced Client Services Administrator to join their expanding team. This role is central to supporting advisers and ensuring clients receive an accurate, consistent and high-quality service.
This is an excellent opportunity for someone who wants to develop within financial services, work closely with advisers, and build a strong foundation in a supportive and progressive environment.
The Role
As a Client Services Administrator, you will play a key part in the client review process and wider servicing workflow. Responsibilities include:
Client Review & Reporting
1. Producing valuation reports and client review packs
2. Preparing disclosure documentation for annual reviews
3. Compiling information packs for new or acquired clients
4. Assisting with simpler paraplanning tasks (fund switches, withdrawals, Bed & ISA), once trained
5. Ensuring all documentation is compliant and accurate
6. Maintaining client records on Xplan
7. Working closely with advisers and the admin/paraplanning team
Skills & Attributes
8. Strong communication skills with excellent attention to detail
9. Confident using Word and Excel
10. Highly organised with the ability to prioritise workloads
11. Proactive, team-focused and eager to learn
12. Xplan experience beneficial but not essential
Package & Benefits
13. Competitive salary
14. 25 days holiday + bank holidays
15. Birthday day off
16. Company pension (5% employer contribution)
17. Health plan
18. On-site gym
19. Free on-site parking