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 skills via phone and email
" Excellent organisational and time management abilities
" Ability to manage multiple tasks and meet tight deadlines
" High attention to detail, particularly in a regulated environment
" Willingness to learn, with a proactive and positive attitude
" Interest in developing a long-term career in financial services
What's on Offer:
" Competitive salary + annual bonus potential
" 25 days holiday + bank holidays + your birthday off
" 4x salary life assurance
" Comprehensive training and induction
" Funded industry exams and paid study leave
" Access to an internal mortgage service
" Two paid volunteering days per year
" Cycle to Work scheme
" Access to 24/7 Employee Assistance Programme
" A wide range of optional flexible benefits
" Inclusive, values-led culture with employee engagement initiatives
Apply Now
If you're ready to take your next step in financial services administration and want to join a supportive, thriving business, apply now
NJR16734
Client Support Administrator - Financial Planning in Salford employer: NJR Recruitment Careers
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