Client Support Administrator

Box Inc; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in Manchester seeks a dedicated Client Services Administrator to support advisors and paraplanners. This office-based role involves contributing to client satisfaction, process improvements, and ongoing projects in a dynamic environment. Ideal candidates will have 4+ years' experience in the financial sector, be adaptable to new systems, and be proactive in pursuing professional qualifications. With a focus on relationship building and continuous improvement, this is a great opportunity to develop your career.

Benefits

Work from home Fridays

Collaborative community space

Support for professional development

Qualifications

• 4+ years of experience in a financial services role is preferred.
• Comfortable with new tech and systems, training will be provided.
• Willingness to learn and pursue exams for qualification.

Responsibilities

• Support advisors and paraplanners to ensure client satisfaction.
• Contribute to projects and process improvements.
• Thrive in a dynamic work environment and suggest enhancements.

Skills

Customer relationship building

Adaptability to new systems

Organizational skills

Friendly communication

Job description

Great opportunity to join a company who are wanting someone to play a key role in supporting advisors and paraplanners, keeping their processes sharp, and making sure their clients get the best possible experience.

This is an office based role (with WFH Fridays to start), in central Manchester and access to a community space that’s great for collaborative working (and a good coffee!). The successful applicant will be getting the chance to get involved in projects, suggest improvements, and be part of a firm that values fresh thinking. Therefore, you’ll need to be able to thrive in a dynamic environment, be confident working beyond a checklist, and enjoy contributing to continuous improvement. Whether your ambition is to become a top-level client services administrator, or progress into paraplanning/advice down the line, they’ll support the right journey for you. They’re looking for someone who is polite, friendly, and great at building strong relationships. You’ll need to be organised and structured, with the ability to adapt quickly to new systems and ways of working. You must also bring a sense of fun to the table.

• Ideally, 4+ years' experience in a financial services role (IFA experience preferred but not essential). If you don't quite meet this but still feel like you're the right fit, please reach out!
• Someone who is comfortable picking up new tech and systems easily (with training provided)
• Exams are a plus, but the right experience and mindset matter most. We’d like to get you qualified so a willingness to learn and sit some exams.