Details:
- Salary: £30,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Manchester
- Date: 4 days ago
Description:
Supportive team environment | Clear career progression | Full training and qualification support | Excellent benefits package
If you're looking to build a long-term career in financial services and enjoy delivering excellent customer service, this Customer Service Administrator opportunity could be an excellent fit. You'll join a growing business where training is a priority and your contribution plays a key role in delivering an outstanding client experience.
Whether you already have experience in financial services or you've built your career in customer service or administration, you'll receive structured training, develop specialist knowledge, and become part of a business with genuine opportunities to progress into senior customer service, operations, or leadership roles as it continues to grow.
Package & Benefits
• Salary £30,000 per annum.
• Monthly performance bonus of approximately £200 to £300.
• Private healthcare.
• Profit share scheme.
• 8% employer pension contribution.
• Death in service cover.
• Professional qualification support, comprehensive training, and structured career development.
About the Company
You'll be joining 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, a collaborative culture, and a strong track record of developing and promoting employees from within.
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 and professional experience.
• Process documentation, obtain electronic signatures, maintain accurate records, and liaise with pension providers to progress cases efficiently.
• Work closely with advisers and the wider operations team to deliver a high-quality customer experience and help continuously improve processes.
About You
• Previous customer service or administration experience within a professional office environment.
• Experience managing customer enquiries, documentation, or administrative processes.
• Experience using business systems and maintaining accurate customer records.
If you're looking for a customer service role where you can develop specialist knowledge, receive industry-leading training, and build a long-term career within a growing financial services business, we'd love to hear from you, even if your CV isn't fully up to date. Contact Fintelligent for more information or a confidential discussion.
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