Client Experience Admin for Financial Planning

Client Experience Admin for Financial Planning

Full-Time 25000 - 30000 Β£ / year (est.) No working from home possible
NJR Recruitment

At a Glance

  • Tasks: Support Financial Advisers and manage client relationships with precision and care.
  • Company: NJR Recruitment, a dynamic firm focused on client experience in financial planning.
  • Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
  • Why this job: Join a team that values client focus and accuracy in a rewarding financial services role.
  • Qualifications: Strong organisational skills and a passion for client service are essential.

The predicted salary is between 25000 - 30000 Β£ per year.

NJR Recruitment is seeking a Client Liaison Administrator in Redcar to support Financial Advisers, manage client relationships and ensure smooth processing of financial services business. The role requires strong organisation, client focus and accuracy in a regulated environment.

You will work closely with Advisers and the support team, handling client inquiries, preparing documentation, and coordinating diaries, meetings and annual reviews while maintaining compliant records.

Client Experience Admin for Financial Planning employer: NJR Recruitment

Join a dynamic and growing eCommerce business that values creativity and innovation in the sports retail sector. With a remote working model complemented by bi-weekly team meetings in North Manchester, you'll enjoy a flexible work environment while contributing to exciting projects that drive market expansion. The company fosters a collaborative culture with ample opportunities for professional growth, making it an ideal place for motivated individuals looking to make a meaningful impact.

NJR Recruitment

Contact Details:

NJR Recruitment Recruitment Team

We think you need these skills to ace Client Experience Admin for Financial Planning

Organisation Skills
Client Relationship Management
Attention to Detail
Regulatory Compliance
Documentation Preparation
Diary Management
Meeting Coordination