Client Care Administrator Pensions & InvestmentsSouth Manchester (Hybrid working)Free onsite and secure parkingSalary: up to £30,000An ambitious and fast-growingfinancial planning businessbased inSouth Manchesteris looking to recruit an experiencedClient Care Managerto join its expanding team.This is a pivotal,client-facing roleat the heart of the business, supporting advisers, paraplanners and clients to ensure a smooth, accurate and professional service experience. The role offers strong development opportunities within a supportive environment and exposure to high-quality financial planning processes.The RoleThe Client Care Manager position focuses on three core areas that make up the majority of day-to-day activity:Appointment Making & Adviser Diary ManagementBooking annual reviews, acquisition introductions, analysis meetings and sign-up meetings (face-to-face and virtual)Coordinating adviser meetings efficiently, grouping clients by location where possibleManaging appointment requests via internal workload trackers and adviser request formsReviewing upcoming annual reviews three months in advance and agreeing formats and schedules with advisersMaintaining accurate, organised and up-to-date adviser diariesLetters of Authority (LOA) & Transfers of Service (ToS)Managing LOA and ToS trackers and issuing requests to providersProcessing LOAs for onboarding clients, ad-hoc adviser requests and acquisition casesProactively chasing providers for outstanding informationEnsuring authority is in place across all relevant client plansRequesting and collating policy information where requiredMaintaining accurate records across all systems and trackersProcessing Provider Documentation (Client Care Handover)Processing provider documentation following handover from paraplanners and client servicing teamsManaging internal work requests and ensuring timely completionCompleting tasks including fee increases, fund switches and Bed & ISA transactionsReviewing paraplanning work prior to submission to providersAdditional ResponsibilitiesAnswering incoming calls on the main office line and directing queries appropriatelyLogging and distributing incoming and outgoing postAttending weekly adviser catch-ups to review workloads and prioritiesIssuing client surveys following reviews, new business, fee changes and no-change reviewsSupporting the wider Client Care and Client Servicing teams when requiredOrdering stationery and assisting with general office requirementsEnsuring all client data is accurate, compliant and maintained to company standardsKey Skills & AttributesStrong organisational skills with the ability to manage multiple prioritiesExcellent written and verbal communication skillsConfident using Microsoft Excel, Word and cloud-based systems (e.g. Google Sheets)High attention to detail and accuracyProactive, collaborative and team-focused approachComfortable working in a fast-paced, growing environmentMotivated by delivering positive client outcomes and strong adviser supportPackage & BenefitsCompetitive salaryHybrid working (office-based in South Manchester, hybrid available after probation)25 days holiday plus bank holidaysBirthday holidayGroup pension scheme (5% employer contribution)On-site gymHealth Shield planFree on-site parkingApply today via NJR Recruitment quoting the reference NJR16554Please note:Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer no to key screening questions, we may not be able to contact you.JBRP1_UKTJ