Administrator – Financial Services

About the role

We are seeking an Administrator to join a growing financial services business in Manchester. The role offers specialist training in pension transfers and client administration, with clear pathways for progression into senior or leadership positions.

Key responsibilities

• Oversee pension transfer cases from instruction to completion, ensuring all documentation is processed accurately.
• Coordinate client onboarding, prepare paperwork, obtain electronic signatures, and maintain accurate case records.
• Liaise with pension providers, clients, and internal teams to keep cases progressing efficiently and provide regular updates.
• Manage your own portfolio of cases while supporting advisers and the wider client services function.

Required profile

• Previous administration or client services experience within a professional office environment.
• Experience handling case management, documentation, or regulated administrative processes.
• Confident using business systems while maintaining accurate client and case records.

Required skills

What we offer

• Salary up to £30,000 per annum.
• Monthly performance bonus of £100‑£150.
• Private healthcare.
• Profit‑share scheme.
• 8 % employer pension contribution.
• Death in service cover.
• Structured training, professional qualifications and clear career development pathways.