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For Companies At a Glance
- Tasks: Join our team as a Client Administrator, managing client data and preparing review packs.
- Company: Recruit UK connects talent with top financial services firms across the UK.
- Benefits: Enjoy a salary up to £30,000, 26 days holiday, and career development support.
- Why this job: This role offers growth opportunities in a dynamic financial environment with a supportive culture.
- Qualifications: We're looking for detail-oriented, organised individuals with strong communication skills and a desire to learn.
- Other info: Flexible working hours and a chance to progress into broader back-office functions.
The predicted salary is between 21600 - 30000 £ per year.
Job Description
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.
Client Administrator employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the financial services sector, especially the role of a Client Administrator. Understanding the key responsibilities and terminology will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services industry. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 3
Brush up on your Microsoft Word and Excel skills, as these are crucial for the role. Consider taking an online course or using tutorials to enhance your proficiency, which will make you stand out.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common queries about client management and compliance. This will help you articulate your thoughts clearly and confidently when it matters most.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Client Administrator. Emphasise your attention to detail, organisational skills, and any experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description that excite you and how your background makes you a great fit.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Word and Excel, as well as your communication skills. Provide examples of how you've used these skills in previous roles or experiences.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Client Administrator role.
How to prepare for a job interview at Recruit UK
✨Showcase Your Attention to Detail
As a Client Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Strong Communication Skills
This role requires effective communication with clients and colleagues. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've successfully communicated in previous roles.
✨Familiarise Yourself with Financial Services Terminology
Understanding the basics of financial services will give you an edge. Brush up on key terms and concepts relevant to the role, such as investment risk questionnaires and compliance regulations, to show your enthusiasm and preparedness.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, opportunities for professional development, or what a typical day looks like for a Client Administrator.
