Client Care Administrator - Pensions and Investments
Client Care Administrator - Pensions and InvestmentsSouth Manchester (Hybrid working)Free onsite and secure parkingSalary: up to £30,000An ambitious and fast-growing financial planning business based in South Manchester is looking to recruit an experienced Client Care Manager to join its expanding team.This is a pivotal, client-facing role at the heart of the business, supporting advisers, paraplanners and clients to ensure a smooth, accurate and professional service experience. The role offers strong development opportunities within a supportive environment and exposure to high-quality financial planning processes.The RoleThe Client Care Manager position focuses on three core areas that make up the majority of day-to-day activity:Appointment Making and Adviser Diary ManagementBooking annual reviews, acquisition introductions, analysis meetings and sign-up meetings (face-to-face and virtual)Coordinating adviser meetings efficiently, grouping clients by location where possibleManaging appointment requests via internal workload trackers and adviser request formsReviewing upcoming annual reviews three months in advance and agreeing formats and schedules with advisersMaintaining accurate, organised and up-to-date adviser diariesLetters of Authority (LOA) and Transfers of Service (ToS)Managing LOA and ToS trackers and issuing requests to providersProcessing LOAs for onboarding clients, ad-hoc adviser requests and acquisition casesProactively chasing providers for outstanding infor
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