Job Description
Trainee Client Administrator / Client Support Specialist\nManchester\n Full-time, Permanent \n\n The Opportunity\n\n We’re supporting a highly regarded wealth management firm in Manchester looking to add a Trainee Client Administrator to their team. \n\nThis is a great chance to deliver top-tier client support in a collaborative team, with hybrid working and company bonuses included.\n\n Key Responsibilities\n \nSupport advisers with technical admin, meeting prep & follow-up \nManage client files and process applications accurately \nLiaise with clients, product providers & third parties \nUse Salesforce CRM to update records and generate reports \nProduce templated letters and correspondence What We’re Looking For\n \nSome office experience preferred (training provided) \nFamiliarity with client systems like Salesforce (bonus) \nConfident communicator with great attention to detail What’s on Offer?\n \n£25,000 – £30,000 salary (DOE) \nBiannual bonus (8% of salary last year) \nHybrid working (1 day from home) \nFull-time: Mon–Fri, 9am–5pm \nLong-term development & exam support Why Apply?\n\n If you're looking to build your career in financial services and want to be part of a well-respected practice with real progression potential—this could be the one