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.