At a Glance
- Tasks: Support financial advisers by managing client documentation and enquiries efficiently.
- Company: A thriving financial advice firm with a supportive and inclusive culture.
- Benefits: Competitive salary, bonus potential, 25 days holiday, and comprehensive training.
- Other info: Enjoy flexible benefits and opportunities for personal and professional growth.
- Why this job: Join a dynamic team and kickstart your career in financial services.
- Qualifications: Strong communication skills and a proactive attitude; experience in finance is a plus.
The predicted salary is between 24000 - 30000 £ per year.
Job Description
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
NJR16093
Client Support Administrator - Financial Planning in Salford employer: NJR Recruitment
Join a dynamic and supportive financial advice firm in Salford, where your role as a Client Support Administrator will be valued and rewarded. With a strong emphasis on employee growth, you will benefit from comprehensive training, funded industry exams, and a culture that prioritises inclusivity and engagement. Enjoy a competitive salary, generous holiday allowance, and unique perks like volunteering days and a Cycle to Work scheme, all while contributing to a team dedicated to delivering exceptional service.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Administrator - Financial Planning in Salford
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to client support and financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your organisational skills during interviews. Bring examples of how you've managed multiple tasks or tight deadlines in the past. This will demonstrate that you're ready to thrive in a fast-paced environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client Support Administrator - Financial Planning in Salford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your organisational skills and any previous experience in a financial advice firm to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for the Client Support Administrator role. Share specific examples of how you've delivered outstanding service in the past, and don’t forget to show your enthusiasm for the financial services sector!
Be Professional Yet Personable:When writing your application, strike a balance between professionalism and a friendly tone. We love candidates who can communicate effectively, so let your personality shine through while keeping it appropriate.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the role of a Client Support Administrator. Brush up on key terms and processes, especially those related to documentation and compliance, as this will show your genuine interest in the field.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure deadlines are met.
✨Communicate Clearly
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, both verbally and in writing. You might even want to prepare a few questions to ask during the interview to demonstrate your engagement and professionalism.
✨Emphasise Your Attention to Detail
In a regulated environment like financial services, attention to detail is crucial. Prepare to discuss specific instances where your meticulous nature helped avoid errors or improved processes. This will highlight your suitability for the role and reassure them of your capability to handle sensitive information.
