Administrator – Financial Services (Manchester)

About the role

We are seeking an Administrator to join our growing financial services team in Manchester. You will receive comprehensive training in pension transfers and client administration, allowing you to take ownership of a portfolio of cases while developing specialist expertise.

Key responsibilities

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

Required profile

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

Required skills

What we offer

• Salary up to £30,000 per year.
• Monthly performance bonus of £100‑£150.
• Private healthcare and profit‑share scheme.
• 8% employer pension contribution and death‑in‑service cover.
• Professional qualifications, structured training, and clear career progression.