Client Support Administrator - Financial Planning Location: Salford Salary: Up to £30,000 Full-Time | Permanent | Hybrid Working Available NJR 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. What You'll Be Doing: " Produce and collate documentation for client meetings - including portfolio valuations, application forms, and regulatory materials " Monitor, update, and progress all new business submissions " Process fees for new and ongoing business and follow up for payment " Complete anti-money laundering checks and ensure all service delivery meets FCA guidelines " Respond to adviser, client, and provider enquiries with professionalism and efficiency " Support a team of advisers with all aspects of administrative workflow and compliance What We're Looking For: " Previous experience in a financial advice firm is beneficial " Strong communication ...
Client Support Administrator - Financial Planning employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
