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 ...
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Location:
Manchester
Salary:
£30,000
Job Type:
FullTime
Category:
Accounting & Finance

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