Pension and Investment Administrator

New Yesterday

Client Care Administrator Pensions & Investments
South Manchester (Hybrid working)
Free onsite and secure parking
Salary: up to £30,000
An ambitious and fast-growing financial planning business based in South Manchester is looking to recruit an experienced Client Care Manager to join its expanding team.
This is a pivotal, client-facing role at 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 Role
The Client Care Manager position focuses on three core areas that make up the majority of day-to-day activity:
Appointment Making & Adviser Diary Management
Booking annual reviews, acquisition introductions, analysis meetings and sign-up meetings (face-to-face and virtual)
Coordinating adviser meetings efficiently, grouping clients by location where possible
Managing appointment requests via internal workload trackers and adviser request forms
Reviewing upcoming annual reviews three months in advance and agreeing formats and schedules with advisers
Maintaining accurate, organised and up-to-date adviser diaries
Letters of Authority (LOA) & Transfers of Service (ToS)
Managing LOA and ToS trackers and issuing requests to providers
Processing LOAs for onboarding clients, ad-hoc adviser requests and acquisition cases
Proactively chasing providers for outstanding information
Ensuring authority is in place across all relevant client plans
Requesting and collating policy information where required
Maintaining accurate records across all systems and trackers
Processing Provider Documentation (Client Care Handover)
Processing provider documentation following handover from paraplanners and client servicing teams
Managing internal work requests and ensuring timely completion
Completing tasks including fee increases, fund switches and Bed & ISA transactions
Reviewing paraplanning work prior to submission to providers
Additional Responsibilities
Answering incoming calls on the main office line and directing queries appropriately
Logging and distributing incoming and outgoing post
Attending weekly adviser catch-ups to review workloads and priorities
Issuing client surveys following reviews, new business, fee changes and no-change reviews
Supporting the wider Client Care and Client Servicing teams when required
Ordering stationery and assisting with general office requirements
Ensuring all client data is accurate, compliant and maintained to company standards
Key Skills & Attributes
Strong organisational skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
Confident using Microsoft Excel, Word and cloud-based systems (e.g. Google Sheets)
High attention to detail and accuracy
Proactive, collaborative and team-focused approach
Comfortable working in a fast-paced, growing environment
Motivated by delivering positive client outcomes and strong adviser support
Package & Benefits
Competitive salary
Hybrid working (office-based in South Manchester, hybrid available after probation)
25 days holiday plus bank holidays
Birthday holiday
Group pension scheme (5% employer contribution)
On-site gym
Health Shield plan
Free on-site parking
Apply today via NJR Recruitment quoting the reference NJR16554
Please 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.

TPBN1_UKTJ
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Location:
Manchester
Salary:
£30,000
Job Type:
FullTime
Category:
Banking

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