Client Administrator - Manchester

Atomos Investments Limited; Sale; On-site; GBP 26,000 - 33,000; Full time

Benefits offered by this job

Competitive pension 6% you contribute

26 days annual leave + bank holidays

Private Medical Insurance

Life Assurance (4x salary)

Group Income Protection

Work From Anywhere policy

Job summary

Atomos Investments Limited in Chester provides proactive Client Administrator support to Financial Planners and clients, ensuring accurate administration and a seamless client journey.

You will help with reviews, records management, scheduling, and post-meeting actions, enabling advisers to focus on relationships and advice delivery.

Qualifications

• 2+ years' experience in a Financial Planning Administrator role.
• Good knowledge of pensions, investments and protection.
• Highly organised with strong prioritisation skills and ability to manage multiple tasks.
• Excellent attention to detail and commitment to accuracy.
• Strong written and verbal communication with a client-focused approach.
• Comfortable with cloud-based systems and AI-enabled tools to improve efficiency.

Responsibilities

• Ensure client reviews are supported by suitability reports and required documentation.
• Maintain client records within Xplan, ensuring information is accurate and compliant.
• Keep client files organised, complete, and audit-ready.
• Support Financial Planners with annual review scheduling, meeting preparation, and service delivery requirements.
• Build strong relationships with clients and Financial Planners, ensuring post-meeting actions are completed on time.

Skills

Financial Planning

Pensions

Investments

Protection

Attention to detail

Communication

Job description

Career

You will have 2+ years' experience supporting advisers and clients in a financial planning environment. You have a strong understanding of financial planning products and processes, thrive in a fast-paced setting, and take pride in delivering exceptional client service.

You're now looking for an opportunity where you can build close working relationships with Financial Planners and their clients, becoming a trusted part of their support network. If you're someone who enjoys staying one step ahead, loves problem-solving, and takes pride in delivering exceptional service, we'd love to hear from you.

About the role

We're looking for a proactive and detail-oriented Client Administrator to provide dedicated support to our Financial Planners and their clients in our Chester office.

As a key member of the team, you'll manage the administrative processes that underpin the delivery of professional financial advice, ensuring every client interaction is supported by accurate, timely, and efficient administration.

You'll be the engine behind a seamless client journey, helping advisers stay focused on building relationships and delivering advice, while ensuring all client servicing activities are completed to the highest standard.

Accountabilities

• Ensure all client reviews are supported by suitability reports and required documentation, proactively monitoring progress and escalating outstanding cases where required.
• Maintain client records within Xplan, ensuring all information is accurate, up to date, and compliant.
• Keep client files organised, complete, and audit-ready at all times.
• Support Financial Planners with annual review scheduling, meeting preparation, client segmentation activities, and service delivery requirements.
• Build strong relationships with clients and Financial Planners, ensuring all post-meeting actions are completed accurately and within agreed service levels.

Skills and Experience

• 2+ years' experience in a Financial Planning Administrator role.
• Good knowledge of financial planning products, including pensions, investments, and protection.
• Highly organised, with strong prioritisation skills and the ability to manage multiple tasks effectively.
• Excellent attention to detail and commitment to accuracy.
• Strong written and verbal communication skills, with a professional and client-centric approach.
• Comfortable working with modern technology, cloud-based systems, and AI-enabled tools to improve efficiency and client outcomes.

Benefits

• Competitive pension scheme - we contribute 6%, you contribute 3%.
• 26 days annual leave plus bank holidays.
• Private Medical Insurance.
• Life Assurance (4x salary).
• Group Income Protection.
• Work From Anywhere policy.

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.