Client Support Administrator - Financial Planning
Job Description
Client Support Administrator - Financial Planning
\nLocation: Salford
\nSalary: Up to £30,000
\nFull-Time | Permanent | Hybrid Working Available
\n\nNJR Recruitment is delighted to be representing a successful and growing financial advice firm that is seeking a Client Support Administrator to join its dedicated operations team. This role is ideal for someone who thrives in a fast-paced environment, has excellent organisational skills, and takes pride in delivering outstanding service to both clients and advisers.
\nWhat You'll Be Doing:
\n" Produce and collate documentation for client meetings - including portfolio valuations, application forms, and regulatory materials
\n" Monitor, update, and progress all new business submissions
\n" Process fees for new and ongoing business and follow up for payment
\n" Complete anti-money laundering checks and ensure all service delivery meets FCA guidelines
\n" Respond to adviser, client, and provider enquiries with professionalism and efficiency
\n" Support a team of advisers with all aspects of administrative workflow and compliance
\nWhat We're Looking For:
\n" Previous experience in a financial advice firm is beneficial
\n" Strong communication skills via phone and email
\n" Excellent organisational and time management abilities
\n" Ability to manage multiple tasks and meet tight deadlines
\n" High attention to detail, particularly in a regulated environment
\n" Willingness to learn, with a proactive and positive attitude
\n" Interest in developing a long-term career in financial services
\n\nWhat's on Offer:
\n" Competitive salary + annual bonus potential
\n" 25 days holiday + bank holidays + your birthday off
\n" 4x salary life assurance
\n" Comprehensive training and induction
\n" Funded industry exams and paid study leave
\n" Access to an internal mortgage service
\n" Two paid volunteering days per year
\n" Cycle to Work scheme
\n" Access to 24/7 Employee Assistance Programme
\n" A wide range of optional flexible benefits
\n" Inclusive, values-led culture with employee engagement initiatives
\n\nApply Now
\nIf you're ready to take your next step in financial services administration and want to join a supportive, thriving business, apply now
\n\nNJR16734
