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.