Financial Planning Assistant
Location: Manchester City Centre / Hybrid
Working Pattern: Hybrid, minimum 2 days per week in the office
Contract: Permanent, Full-Time
NJR Recruitment is working with a highly professional financial planning business to recruit a Financial Planning Assistant to work directly for one of the Firm’s Directors.
This is an excellent opportunity for an experienced financial services administrator who enjoys working closely with Financial Planners, Advisers and Paraplanners and is looking for a varied role within a professional financial planning environment.
You will support a Director Adviser working with high net worth clients, meaning the role can be varied, complex and high volume. The successful candidate will need to be highly organised, proactive and comfortable managing a significant workload while maintaining accuracy, discretion and an exceptional level of client service.
The Role
As a Financial Planning Assistant, you will play an important role in supporting the full client journey, from initial enquiry and new business through to implementation and ongoing servicing.
You will work closely with Directors, Financial Planners and Paraplanners, ensuring administration is completed accurately, efficiently and in line with internal processes and regulatory requirements.
Key Responsibilities
Client Service & Communication
Act as a professional and helpful point of contact for clients, providers and colleagues
Respond to client queries by telephone and email, ensuring communications are clear, accurate and timely
Send reports, information and general correspondence to clients
Provide advisers with regular case progress updates
Build strong client relationships through proactive communication and outstanding service
New & Ongoing Business
Process new and ongoing business, ensuring documentation is accurate, complete and compliant before submission
Maintain accurate client and case records on Intelliflo Office
Input new business, fee expectations, client details and case information
Prepare suitability report enclosures, recommendation agree...
Financial Planning Assistant 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.
