Client Administrator

Job Role: Client Administrator- Financial Services

Location: Manchester City Centre

Salary: £25,000 - £28,000

Reference: 9962

About the Opportunity

Recruit UK is working with a leading, forward-thinking financial services firm based in Manchester City Centre that prides itself on delivering exceptional client outcomes. They are seeking an enthusiastic Client Administrator to join their friendly and professional team.

This is an excellent entry-level role for someone looking to develop a career within financial services. You'll gain hands-on experience across client administration and servicing, with clear opportunities for career progression and professional development into broader client support and advisory roles.

The Role

As a Client Administrator, you will play a key role in supporting advisers and clients, ensuring all administrative and servicing tasks are handled efficiently and accurately. Your work will help maintain the highest standards of client service and compliance.

Key Responsibilities:

• Prepare and issue client review packs, valuations, and performance data.
• Conduct Anti-Money Laundering (AML) checks and maintain up-to-date client records.
• Issue Investment Risk Questionnaires and Fact Finds, updating internal systems as required.
• Support the servicing and renewal of group pension and risk plans.
• Liaise with employers for group scheme administration and prepare annual member reviews.
• Manage inbound calls, client correspondence, and general office administration.
• Maintain accurate and timely client records, ensuring tasks are prioritised effectively.
• Work collaboratively within the Client Services team to deliver outstanding client outcomes.

About You

This role would suit someone who is highly organised, detail-oriented, and eager to build a long-term career in financial services.

Skills & Experience:

• Excellent attention to detail and strong organisational skills.
• Confident communicator with professional telephone and written manners.
• Proficient in Microsoft Word and Excel.
• Reliable, adaptable, and motivated to learn in a supportive environment.
• A team player who enjoys contributing to shared goals and success.

What's on Offer

This firm offers a supportive, collaborative working environment that values professional growth and a healthy work-life balance.

Benefits include:

• Competitive salary (£25,000-£28,000 depending on experience).
• 8% employer pension contribution (after 3 months).
• Death in Service: 3x basic salary (after 3 months).
• Critical Illness: 1x salary (after 12 months).
• Income Protection: 75% of salary (after 12 months).
• 22 days' annual leave + bank holidays + 3 additional days between Christmas and New Year (rising to 24 days in 2026).
• Full study support for financial services qualifications, including exam bonuses.

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 with a well-established Financial Advice firm, with offices in Manchester, on a Client Administrator role.