Job description
Client Support Administrator
Salary: Up to £30,000 per annum, performance bonus (Up to £300/month) + Genuine career progression and excellent benefits
Job Summary/Introduction
Client Support Administrator
Salary: Up to £30,000 per annum, performance bonus (£300 per month) + Genuine career progression and excellent benefits
Location: Manchester City Centre
Are you an organised, ambitious individual looking to kick-start or develop your career in the financial services industry? Join an innovative, fast-growing business that's disrupting the traditional financial advice market and changing the way people access expert financial guidance. As a Client Support Administrator, you'll become part of a collaborative team where you'll learn from experienced industry professionals, develop valuable technical skills, and gain genuine opportunities for career progression. Whether you're a recent graduate or looking to build on your existing administration experience, this is an exciting opportunity to join a forward-thinking organisation that's investing in the next generation of talent while playing a key role in supporting advisers and delivering an outstanding client experience.
• Competitive Salary: Up to £30,000 per annum plus performance bonus (Up to £300 per month - Paid monthly)
• Working Hours: Monday to Friday (No weekends!)
• Location: Based in state of the art, recently refurbished offices in Manchester city centre
• Benefits Package: 25 days holiday + Bank Holidays (33 days total), pension match up to 8%, share scheme, discretionary bonus, death in service cover, private healthcare, and more!
• Amazing incentives and culture: Chester races, sexy fish, go outdoors and many more fully paid for events
• Career Development: Paid training and clear progression opportunities
Key Responsibilities:
As a Client Support Administrator, you will play a key role in ensuring the smooth running of day-to-day operations. Your responsibilities will include liaising with insurance and pension providers, assisting clients with documentation, maintaining accurate records, supporting financial advisors, and completing administrative tasks efficiently.
• Manage daily communications with insurance and pension providers to ensure a professional and seamless experience.
• Assist clients with completing internal documentation accurately and efficiently.
• Maintain detailed client records while ensuring confidentiality and compliance with data protection standards.
• Support financial advisors by preparing and processing client-related documents to enhance service delivery.
• Execute administrative tasks promptly while adhering to company policies and regulatory guidelines.
• Foster effective communication within the advisory team to promote collaboration and productivity.
• Regularly update internal systems and documents to reflect current information and practices.
What We're Looking For:
• A strong background within administration or customer service
• Exceptional organisational skills to manage daily tasks effectively.
• Strong communication skills for seamless collaboration within the team.
• A proactive approach to completing administrative duties while adhering to regulations and company standards.
Next Steps:
Ready to take the next step in your career? Apply online today to become part of our client's dynamic team as a Client Support Administrator!
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates