Senior Client Administrator
Job in
Altrincham, Greater Manchester, WA14, England, UK
Listed on 2026-08-28
Listing for:
Forrest Recruitment
Full Time
position Listed on 2026-08-28
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A leading wealth management firm have an exciting opportunity to join their new business team in an admin support capacity, with opportunities for progression and access to funding for qualifications. If you have relevant experience working in this sector apply today.
Responsibilities include:
* Submitting new investment, pension and protection applications
* Monitoring new business applications from submission through to completion
* Chasing outstanding documentation, transfer requests and provider information
* Supporting a team of Financial Advisors, keeping clients informed of progress
* Updating client records and CRM systems
Essentials:
* Experienced working in an administrative capacity for a team of Financial Advisors or within the wealth management/financial planning sector
* Accustomed to using industry platforms such as Salesforce and I-Business
This is the ideal opportunity for an experienced administrator who is detail orientated, well-organised and accustomed to working within the wealth management or financial planning sector. For full details, pick up the phone to Lisa today on (phone number removed) OR email your CV FAO:
Lisa
Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.
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Position Requirements
10+ Years
work experience
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