Client Relations Administrator Location: Heaton Mersey
Department: Client Relationship Team
Reporting to: Client Relationship Team Manager
Overview We are seeking a highly organised and detail-oriented Client Relations Administrator to join our Client Relationship Team in Heaton Mersey. This role is integral to ensuring the smooth processing of client business and delivering excellent service to both clients and consultants.
The ideal candidate will have prior experience within an IFA practice or financial services provider and a solid understanding of pensions and investment products.
Key Responsibilities
Accurately process a range of financial transactions including:
Transfers, top-ups, withdrawals, income payments, contributions
Fund switches, Bed & ISA transactions, and protection business
Manage cases through to completion, ensuring timely and accurate delivery
Develop a strong understanding of third-party provider platforms and processing times
Manage your workload effectively using the internal client management system and personal diary
Investigate and resolve client and consultant queries efficiently
Handle incoming and outgoing post related to new business cases
Communicate with clients and providers via telephone and email in a professional manner
Maintain accurate and up-to-date client records on the back-office system
Ensure compliance with internal procedures and third-party provider requirements
Provide reception cover when required, including handling calls, greeting clients, and liaising with suppliers Skills & Experience
Minimum 1 year’s experience within an IFA practice or financial services provider
Understanding of pensions and investment products
Strong interpersonal and communication skills
Excellent attention to detail and accuracy
Highly organised with the ability to multitask and prioritise effectively
Self-motivated with a proactive approach to work
Professional and confident telephone manner
Experience with Intelligent Office (IO) is desirable Salary & Benefits
Competitive salary (dependent on experience)
Hybrid working following probation (50% office / 50% home-based)
Flexible working hours between 8:00am – 6:00pm (core hours: 10:00am – 4:00pm)
34.5 hours per week Benefits include:
5% employer / 5% employee pension contribution
4x salary life assurance
Group income protection (50% of reference salary)
Health Cash Plan (Level 1)
25 days annual leave + 8 bank holidays
Increasing with service (up to 28+ days) Next Steps If you are a motivated administrator with financial services experience looking to join a supportive and professional team, we would love to hear from you.
Apply now or get in touch for more information
