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 NJR16554
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.