Client Service Administrator - Financial Planning

Client Service Administrator - Financial Planning

Location: Nottingham

Salary:

Full-Time | Permanent

NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners.

Benefits:

days holiday + bank holidays

2. Private Medical Insurance

3. Life Assurance

4. Income Protection

5. Company Pension

Key Responsibilities:

1. Liaise with clients and providers via phone, email, and video

2. Support Financial Planners with day-to-day tasks and client file management

3. Book appointments, manage diaries, and prepare detailed meeting packs

4. Submit instructions to platforms and providers

5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office)

6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service

What We're Looking For:

1. Previous experience in a financial planning admin or support role

2. Proficient in MS Office (Word, Excel, Teams, SharePoint)

3. Familiarity with Intelligent Office (IO)

4. Excellent organisational and communication skills

5. A proactive, team-oriented individual with strong attention to detail

If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16779