manchester
Client Services Administrator – South Manchester – Hybrid
Role Purpose
The Client Services Administrator supports advisers by preparing essential review documentation, producing outcome and basic recommendation reports, maintaining accurate client data, and coordinating key administrative tasks that ensure high-quality client servicing. You will play a crucial role in maintaining compliance standards, improving workflow efficiency, and delivering an excellent client experience.
Key Responsibilities
Client Review & Reporting
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Produce valuation reports and review packs ahead of client meetings.
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Prepare and send disclosure packs as part of the annual review process.
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Create ‘No Change Review Reports’ summarising adviser discussions and confirming suitability.
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Compile client review packs for new or acquired clients, gathering investment information to support adviser fact-finding.
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Support the creation of simpler paraplanning reports such as fund switches, investment withdrawals, and ISA/Bed transactions (training provided).
Administrative & Data Management
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Prepare and issue application forms, ensuring all documentation is complete and compliant.
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Update and maintain client data accurately.
Collaborative Working & Task Delivery
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Work on tasks you are trained and authorised to complete, with opportunities to expand skills over time.
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Collaborate with the team to ensure timely delivery of all client servicing tasks.
Key Attributes & Skills
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Confident user of Excel and Word.
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Strong written communication skills with excellent attention to detail.
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Well-organised and able to prioritise multiple tasks.
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Collaborative team player with a proactive mindset.
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Comfortable learning new systems and processes (experience with Xplan beneficial but not essential).