Client Services Administrator

30,000 starting salary Fully Remote Initially Manchester International Career Opportunities

Start in administration. Build specialist expertise. Shape your future.

What if your next job was the beginning of a career you had not yet imagined?

We are recruiting on behalf of a growing US wealth planning business that is establishing its Manchester team. The business supports ultra-high-net-worth individuals and their professional advisers with complex US life insurance and annuity arrangements.

This is an opportunity for someone bright, ambitious and keen to develop. You will initially learn the business through administration, data management and operational support, building a strong understanding of its products, processes and clients. As your knowledge and confidence grow, the role will evolve to include greater client interaction, relationship management and responsibility.

For the right person, this could be the starting point for a specialist career with professional qualifications, long‑term progression and potentially international opportunities.

You do not need previous insurance or wealth management experience. What matters is your attitude, ability, attention to detail and willingness to learn.

Starting on 30,000, you will join a business that values professionalism, accuracy, integrity and high standards. You will receive the training and support needed to learn a specialist area of financial services, with the opportunity to take on increasing responsibility as you develop.

The role is designed to grow with you. Initially, your focus will be on understanding the operational side of the business and ensuring that information, records and processes are handled accurately. Over time, you will have the opportunity to become more involved in client communication, supporting advisers and helping manage ongoing client requirements.

This is not simply an administration position. It is an opportunity to build the foundations for a longer‑term career in a specialist international business.

Initially:
Learning the business and getting the detail right

• Managing daily data feeds and updating internal systems.
• Maintaining accurate client and policy records.
• Gathering and checking information from insurers, advisers and internal colleagues.
• Supporting policy reviews and ongoing servicing processes.
• Carrying out quality checks and helping ensure information is complete and accurate.
• Monitoring outstanding actions and helping keep processes running smoothly.
• Learning the business's products, systems and procedures.

As you develop:
Taking on more client-facing responsibility

• Communicating professionally with clients, advisers and other stakeholders.
• Responding to queries and coordinating requests through to completion.
• Keeping clients and relevant parties updated on progress.
• Helping resolve issues by gathering information and working with the appropriate teams.
• Building an understanding of client needs and the arrangements supporting them.
• Developing the confidence and knowledge to handle more complex client matters.

The balance of responsibilities will develop as your knowledge, confidence and capability grow.

You will have the opportunity to develop knowledge in a specialist US industry, with potential support towards relevant professional qualifications as your experience and responsibilities grow.

Building expertise in a niche area can help set you apart and provide a strong foundation for future career development.

As you gain experience and demonstrate your ability, there may be opportunities to move into more advanced…