Trainee Client Administrator / Client Support SpecialistLocation: BoltonFull-time, PermanentAbout the OpportunityWe’re supporting a reputable wealth management practice in Bolton seeking a Client Administrator to join their team.This is an excellent opportunity to play a vital role in delivering first-class client support while working towards your qualification in Financial Planning.Key Responsibilities * Client Servicing & Support: Provide high-level technical and administrative support, including client contact, meeting preparation, and follow-up. * Case Management: Take ownership of client files, ensuring all required identification documentation and application forms are complete and accurate. * Meeting Preparation & Follow-up: Assist with pre-meeting preparation, post-meeting tasks, and accurately update client files on Salesforce CRM. * Application Processing: Submit applications, record management information, and liaise with product providers, advisers, and third parties to ensure timely completion. * Communication & Correspondence: Answer incoming calls confidently and professionally, dealing effectively with clients, product providers, and third parties. * Reporting & Data Management: Run reports, generate illustrations, and collate key data. * Liaison with SJP Admin Centres: Provide required information to complete transactions within specific timescales. * Document Production: Prepare templated client letters and reports with accuracy and attention to detail.Skills & Knowledge Required * Previous experience in an office support role (desirable but not essential – full training provided). * Knowledge of relevant regulation and legislation (desirable). * Experience with client management systems, such as Salesforce (desirable).What’s on Offer?Career Development & Benefits: * Salary: £23,000 – 28,000 (DOE). * Performance Bonuses * Loyalty Bonus (up to 15%) * Hybrid working with flexibility options once trained. * Ongoing training and development opportunities. * Supportive and collaborative team environment.Why Apply?This is an exciting opportunity to join a respected wealth management practice where you can develop your career, benefit from excellent rewards, and play a key role in delivering exceptional client support