Client Support Administrator – Financial Planning

About the role

We are seeking a Client Support Administrator to join a growing financial planning business in Manchester City Centre. The role offers full training and the chance to develop a long‑term career supporting a team of Financial Advisers.

Key responsibilities

• Prepare and process client documentation.
• Liaise with pension providers and third parties.
• Maintain accurate client records.
• Support advisers with day‑to‑day administration.
• Manage emails and incoming correspondence.
• Chase outstanding information.
• Update internal systems.
• Ensure work is completed accurately and compliantly.

Required profile

• Previous administration experience.
• Excellent attention to detail.
• Ability to prioritise a busy workload.
• Strong communication skills.
• Confidence using Microsoft Office.
• Enjoy working as part of a team.
• Keen to learn and develop.

Required skills

• Microsoft Office

What we offer

• Salary £26,000 – £30,000 DOE.
• Monthly performance bonus.
• 33 days holiday including bank holidays.
• Up to 8% employer pension contribution.
• Private healthcare.
• Share scheme.
• Death in service cover.
• Full training and ongoing development.
• Clear career progression.