At a Glance
- Tasks: Support financial advisers and manage client administration in a fast-paced environment.
- Company: Respected financial planning firm with a focus on career development.
- Benefits: Up to £30,000 salary, 25 days holiday, and funded professional exams.
- Other info: Enjoy flexible benefits and participate in social and charity events.
- Why this job: Join a supportive team and grow your career in wealth management.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 30000 - 30000 £ per year.
Are you an organised and proactive administrator looking to build a long-term career within financial services? We're working with a highly respected financial planning firm that is looking to add a Client Administrator to its growing team. This is a fantastic opportunity for someone who enjoys working in a fast-paced environment and wants to be part of a collaborative and professional business that genuinely invests in career development.
You'll work closely with Financial Advisers and Paraplanners, playing a key role in delivering a high-quality experience to both new and existing clients. With full training, ongoing support and funded professional development, this role offers excellent progression opportunities for those looking to build a career within wealth management. You'll benefit from structured training, funded exams and dedicated development programmes designed to help you grow your knowledge and career.
Key Responsibilities – Client AdministratorYour day-to-day duties will include:
- Preparing and compiling client meeting packs, including portfolio valuations, application forms and compliance documentation
- Supporting advisers with new business processing and ongoing client administration
- Monitoring applications and keeping all parties updated on progress
- Processing adviser fees and following up on outstanding payments
- Carrying out anti-money laundering checks and ensuring all work is completed in line with FCA regulations and company standards
- Handling queries from advisers, clients and providers via phone and email
The successful candidate will have:
- Previous experience within a financial planning or wealth management environment
- Strong communication skills, both written and verbal
- The ability to manage multiple tasks and deadlines effectively
- A proactive approach and strong attention to detail
- Confidence working within a busy and demanding environment
In return, you'll receive a competitive benefits package and the opportunity to join a supportive business with a strong culture and clear progression routes. Benefits include:
- Starting salary of up to £30,000 + Annual Bonus
- 25 days holiday plus bank holidays + Birthday off (Option to purchase additional days)
- Life assurance (4x salary)
- Funded professional exams and paid study leave
- Flexible benefits package
- Cycle to Work scheme
- Two paid volunteering days each year
- Employee Assistance Programme with 24/7 support
- Access to an internal mortgage advice service
- Regular local and companywide social and charity events
If you're looking for a role where you can develop your skills, progress your career and be part of a supportive team environment, we'd love to hear from you.
Customer Services & Admin Representative - Hybrid in Manchester employer: Recruit UK
Join a highly respected financial planning firm in Manchester as a Client Administrator, where you'll thrive in a collaborative and professional environment that prioritises your career development. With a competitive salary, generous benefits including 25 days holiday plus bank holidays, and funded professional exams, this role offers excellent opportunities for growth within the wealth management sector. Experience a supportive work culture that values employee well-being through initiatives like an Employee Assistance Programme and regular social events.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Services & Admin Representative - Hybrid in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Services & Admin Representative - Hybrid in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
