Client Administrator

Job Role: Client Administrator - Review Team

Location: Manchester City Centre

Salary: Up to £28,000Working hours: Monday to Friday, 9am - 5pmReporting to: Review Team Manager

Reference Number: 9525

Are you looking for a great opportunity to build a career in the Financial Services sector? We are seeking a motivated and organized individual to join the Review Team and provide effective administrative support. This is an excellent opportunity for someone eager to develop their skills and gain experience within a fast-paced and rewarding industry. This is a Client Services Administrator role (Officially referred to as a Client Review Analyst).

You will be working for a chartered financial planning firm with a passion for developing the workforce and pushing boundaries in the Financial Services industry.

Key Responsibilities:

• Client Annual Reviews: Produce and issue annual review packs by obtaining valuations, performance information, and charges disclosures.
• Investment Risk Questionnaires (IRQs) & Fact Finds: Issue, track, and update client data, chasing clients via email, post, or telephone if required.
• System Maintenance: Upload client data from various sources into the back-office system to ensure accuracy.
• Group Scheme Administration: Liaise with employers for staff data, create annual review packs for Group Pension Plan (GPP) members, and coordinate follow-up meetings with advisers.
• Suitability Assessments: Write simplified Annual Suitability Assessment Letters following client reviews.
• Anti-Money Laundering (AML) Checks: Run and save AML checks using Smartsearch.
• General Administration: Manage incoming calls, greet visitors, handle post, maintain reception areas, calculate client fees, and issue client agreements via post or Docusign.

Key Skills & Experience:

Essential:

• Strong academic background with a minimum of GCSE grade C in Maths and English or equivalent.
• A basic understanding of Pensions and Investments.
• Confident in using Microsoft Office, including Word, Excel, and Outlook.
• Excellent organizational and time-management skills with a keen attention to detail.
• Good communication skills (written and verbal) and a professional telephone manner.
• Willingness to learn and undertake ad hoc tasks.
• Ability to interact politely and courteously with clients, colleagues, and stakeholders.

Desirable:

• Previous experience in an IFA practice, especially with Pensions and Investments.

• Working towards or holding a Level 3 Certificate in Financial Services.

• A degree in financial services-related fields such as Banking, Economics, Business, Accounting, or Finance.
• Experience with tools such as FE Analytics, Smartsearch, Dynamic Planner, XPlan, and Provider websites.
• Experience processing a client 'Annual Review Pack.'

Benefits:

• Starting salary of between £25-28,000 depending on experience level.
• Opportunity to develop a career in Financial Services.
• Support for studying towards recognized financial services qualifications.
• Generous pension contributions: HR contributes 8% after 3 months.
• 3x Salary Death in Service benefit (after 3 months).
• 1x Salary Group Critical Illness Benefit (after 12 months).
• 22 days holiday, plus bank holidays. The office is closed between Christmas and New Year, giving you an extra 3 days off.
• Bonus Scheme: Earn up to £100 for each exam passed.

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 are pleased to be working with an Independent Financial Planning firm in Manchester on a Client Administrator role.

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