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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 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.
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.
