At a Glance
- Tasks: Prepare and coordinate client advice cases with a focus on accuracy and compliance.
- Company: Join a rapidly growing Financial Planning firm that values technology and client service.
- Benefits: Competitive salary up to £27,000 and a supportive team environment.
- Other info: Enjoy a structured role with opportunities for professional growth.
- Why this job: Be part of a modern business where your attention to detail makes a real difference.
- Qualifications: Experience in Financial Services and strong organisational skills are essential.
The predicted salary is between 27000 - 27000 £ per year.
Client Reporting Administrator Wakefield Up to £27,000 NJR Recruitment are delighted to be working with a highly successful and rapidly growing Financial Planning firm who are looking to recruit a Client Reporting Administrator / Report Writer to join their expanding support team.
This is an excellent opportunity for an experienced Financial Services professional to join a modern and forward-thinking business where technology, efficiency and client service are at the heart of the operation.
The role would particularly suit someone who enjoys a structured and process-driven environment, takes pride in accuracy and detail, and enjoys producing high-quality client documentation within a collaborative team setting.
The Role Working closely with Financial Advisers and the wider support team, you will take ownership of the preparation and coordination of client advice cases, ensuring all documentation is accurate, compliant and delivered to a high standard.
A key focus of the role will involve reviewing and validating client information, preparing suitability documentation and supporting the advice process from start to finish.
Key responsibilities will include: Reviewing and maintaining accurate client fact finds and CRM records Producing and preparin...
