Client Services Administrator
Salary £ + discretionary bonus + benefits
Douglas, Isle of Man (office based with one work from home day, after successful probation)
Vacancy listed 17/06/2026
Application deadline 17/07/2026
Details
Due to continued & exciting expansion, we are looking for a Client Services Administrator  to join the MAC Financial team.

The role would suit a results-driven, highly motivated individual, who possesses integrity, a strong work ethic and a desire to help clients.

Reporting to the Group Operations Manager and Client Services Team Leader, in this role you will be involved in a broad range of responsibilities to provide support to MAC Financial IFA’s, Paraplanning & Operational Teams.

KEY RESPONSIBILITIES:
  • To provide effective assistance and support to the IFA & Paraplanning Teams.

  •  Arranging & preparing documentation for both ‘Private’ and ‘Corporate’ clients

  •  Processing New Business & Pension Applications

  •  IFA Diary Co-ordination (using Microsoft Outlook, Bookings & Teams)

  • Answering phone calls and dealing with client queries

  •  Responsibility of group mailboxes.

  • Building relationships with clients & HR contacts

  • Providing professional reception cover duties where required

  • Dealing and processing all general enquiries via email or mail

  • Other Ad-Hoc tasks as required by the business

The ideal candidate will posses strong attention to detail, have excellent written & verbal communication skills, be an effective organiser, have the ability to work on there own as well as part of the team, with effective time management skills, a confidence to ask questions, a customer focused mindset & have the ability to prioritise work & deliver within deadlines, whilst managing stakeholder expectations and demonstrate a willingness to learn and develop new skills.

QUALIFICATIONS & EXPERIENCE:

Essential
  • Strong attention to detail
  • Excellent written & verbal communication skills
  • GCSE English & Mathematics Grade C or above (or equivalent) 
  • Proficient in using computer software programs such as Microsoft Office applications (Word, Excel and Outlook)

Desirable
  • Previous knowledge on Group or Individual Personal Pensions, Investments &/or Life Insurance products is beneficial but not necessary
  • Experience using Intelliflo CRM system would be desirable, but not essential as full training will be given

For more details on MAC please visit our website & for full details on the role please see the careers page:
https://macgroup.im/jobs/

Previous applicants for administration roles with MAC need not reapply for this role.

To apply use the 'Apply' button below, please upload a copy of your CV with your application.

If you have any questions please email: HR@MACGROUP.im

Closing date for all applicants - 17/07/2025


Benefits

Benefits of working at MAC Group
25 days of annual leave per annum, plus all Manx and UK Bank Holidays
Your birthday off work
An active and company funded social club
Health cash plan
Pension
Death in service
Training and development through the MAC academy that provides support & guidance for professional qualifications
Annual wellbeing benefit
Access to qualified mental health first aiders

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