https://jobs.co.uk/job/senior-client-administrator-forrest-recruitment--b2ed11f0-4527-4a1a-a99b-fb1fb5c3a69f RSS feed for Senior Client Administrator at Forrest Recruitment. en-gb Sat, 29 Aug 2026 17:58:18 GMT https://jobs.co.uk/job/senior-client-administrator-forrest-recruitment--b2ed11f0-4527-4a1a-a99b-fb1fb5c3a69f https://jobs.co.uk/job/senior-client-administrator-forrest-recruitment--b2ed11f0-4527-4a1a-a99b-fb1fb5c3a69f Sat, 29 Aug 2026 11:52:48 GMT Location: Altrincham | Salary: 28000.00-28000.00 Annual | Type: Permanent | Senior Client Administrator Altrincham 28,000 - 34,000 doe A leading wealth management firm have an exciting opportunity to join their new business team in an admin support capacity, with opportunities for progression and access to funding for qualifications. If you have relevant experience working in this sector apply today. Responsibilities include: Submitting new investment, pension and protection applications Monitoring new business applications from submission through to completion Chasing outstanding documentation, transfer requests and provider information Supporting a team of Financial Advisors, keeping clients informed of progress Updating client records and CRM systems Essentials: Experienced working in an administrative capacity for a team of Financial Advisors or within the wealth management/financial planning sector Accustomed to using industry platforms such as Salesforce and I-Business This is the ideal opportunity for an experienced administrator who is detail orientated, well-organised and accustomed to working within the wealth management or financial planning sector. For full details, pick up the phone to Lisa today on (phone number removed) OR email your CV... Permanent