Client Administrator

Trainee Client Administrator / Client Support Specialist

Manchester

Full-time, Permanent

The Opportunity

We’re supporting a highly regarded wealth management firm in Manchester looking to add a Trainee Client Administrator to their team.

This is a great chance to deliver top-tier client support in a collaborative team, with hybrid working and company bonuses included.

Key Responsibilities

• Support advisers with technical admin, meeting prep & follow-up
• Manage client files and process applications accurately
• Liaise with clients, product providers & third parties
• Use Salesforce CRM to update records and generate reports
• Produce templated letters and correspondence

What We’re Looking For

• Some office experience preferred (training provided)
• Familiarity with client systems like Salesforce (bonus)
• Confident communicator with great attention to detail

What’s on Offer?

• £25,000 – £30,000 salary (DOE)
• Biannual bonus (8% of salary last year)
• Hybrid working (1 day from home)
• Full-time: Mon–Fri, 9am–5pm
• Long-term development & exam support

Why Apply?

If you're looking to build your career in financial services and want to be part of a well-respected practice with real progression potential - this could be the one.