Client Support Administrator | Manchester | £30,000 + monthly bonus | Build a long-term career in financial services
Are you a customer-focused administrator looking for more than your next support role?
This is an opportunity to join a high-growth financial services business on a mission to make quality financial advice more accessible across the UK. You’ll be joining a business that values communication, organisation and customer service ability — whether your experience is already within financial services or from another professional office environment.
From day one, you’ll receive structured training, develop specialist pensions knowledge and become part of a supportive team delivering an excellent client experience. For the right person, this is a genuine pathway into senior customer service, operations or leadership roles as the business continues to grow.
Package & Benefits
£30,000 basic salary
Monthly performance bonus of approximately £200–£300
Private healthcare
Profit share scheme, with significant long-term potential as the business scales
8% employer pension contribution
Death in service cover
Professional qualification support, comprehensive training and structured career developmentAbout the Company
Our client is a private equity-backed financial services business with ambitious growth plans and a clear mission to make financial advice more accessible.
The business is investing heavily in its people, technology and future growth. With a dedicated in-house training academy, collaborative culture and strong track record of developing and promoting employees from within, this is an excellent environment in which to build a long-term career.
Key Responsibilities
Deliver excellent customer service while supporting clients through the pensions transfer and onboarding process
Keep clients informed with regular updates, respond to enquiries and ensure every client receives a smooth, professional experience
Process documentation, obtain electronic signatures and maintain accurate client records
Liaise with pension providers to progress cases efficiently
Work closely with Financial Advisers and the wider operations team
Help deliver a high-quality customer experience and contribute to continuous process improvementAbout You
Previous customer service or administration experience within a professional office environment
Experience managing customer enquiries, documentation or administrative processes
Confident communicating with customers by phone and email
Organised, detail-focused and able to manage multiple priorities
Comfortable using business systems and maintaining accurate customer records
Motivated to develop specialist knowledge and build a long-term career in financial services
Financial services experience is beneficial but not essentialIf you’re looking for a customer service role where your communication and administration skills can lead to professional development, industry qualifications and a rewarding long-term financial services career, contact Fintelligent for more information or a confidential discussion.
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