Trainee Client Administrator / Client Support Specialist
Manchester
Full-time, Permanent
The Opportunity
We’re supporting a highly regarded wealth management firm in Manchester looking to add a Trainee Client Administrator to their team.
This is a great chance to deliver top-tier client support in a collaborative team, with hybrid working and company bonuses included.
Key Responsibilities
Support advisers with technical admin, meeting prep & follow-up
Manage client files and process applications accurately
Liaise with clients, product providers & third parties
Use Salesforce CRM to update records and generate reports
Produce templated letters and correspondence What We’re Looking For
Some office experience preferred (training provided)
Familiarity with client systems like Salesforce (bonus)
Confident communicator with great attention to detail What’s on Offer?
£25,000 – £30,000 salary (DOE)
Biannual bonus (8% of salary last year)
Hybrid working (1 day from home)
Full-time: Mon–Fri, 9am–5pm
Long-term development & exam support Why Apply?
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