At a Glance
- Tasks: Support clients in achieving their financial goals and build strong relationships.
- Company: Employee-owned financial planning firm focused on sustainability and community values.
- Benefits: Competitive salary, employee ownership, flexible working, and career development support.
- Other info: Enjoy a supportive culture with opportunities for growth and learning.
- Why this job: Join a purpose-driven team and make a real impact in clients' lives.
- Qualifications: Passionate about finance, excellent communication skills, and a proactive attitude.
The predicted salary is between 29000 - 34000 £ per year.
Job Description
Financial Planning Assistant
Manchester / Hybrid Working
Salary: Up £34,000 (Depending on Experience)
Full-time | Permanent
NJR Recruitment is delighted to be representing a forward-thinking, employee-owned financial planning and investment firm that’s built around collaboration, sustainability, and community values. Due to continued growth, the firm is now seeking an Assistant Client Manager (Financial Planning Administrator) to join its client management team in Manchester.
This is a brilliant opportunity for someone who’s passionate about building meaningful client relationships, developing their career in financial services, and being part of a business that truly makes a positive impact.
The Role
As an Assistant Client Manager, you’ll play a vital role in supporting the delivery of outstanding client service. Working closely with experienced professionals, you’ll help clients achieve their investment goals while aligning their financial strategies with their personal values.
Key Responsibilities:
- Build and maintain strong relationships with clients, acting as a trusted point of contact.
- Understand client needs, goals, and values to identify opportunities for improved financial outcomes.
- Work alongside the team to create tailored investment and financial plans.
- Improve and develop your technical investment knowledge and communication skills.
- Provide administrative and service support across client accounts.
- Uphold the firm’s commitment to responsible and sustainable investing.
About You
We’re looking for someone who is:
- Passionate about helping clients achieve meaningful financial goals.
- An excellent communicator who thrives on building relationships.
- Proactive, organised, and eager to take ownership of their work.
- A strong team player who enjoys collaborating with others.
- Motivated to learn and develop within financial services — study support toward Level 4 qualifications (IMC or IAD) will be provided.
- Aligned with values of integrity, sustainability, and inclusion.
What’s on Offer
- Salary from £29,000 (DOE)
- Employee ownership model – you’ll become a co-owner and share in the company’s success
- 25 days holiday (rising to 30 with service) plus bank holidays
- Pension scheme and long-term recognition programme
- Enhanced maternity and birth leave
- NHS top-up scheme and Employee Assistance Programme
- Membership to the Chartered Institute for Securities & Investment (CISI)
- Castlefield Academy-style training and career development support
- Hybrid and flexible working options
- Supportive, inclusive and values-driven team culture
This is more than just a job — it’s an opportunity to become part of a purpose-driven firm where every employee is a co-owner, empowered to make a real difference in clients’ lives and the wider community.
Apply today via NJR Recruitment quoting Ref: NJR16161 to start your journey toward a meaningful and rewarding career in financial services.
Financial Planning Assistant in Manchester 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like NJR Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Assistant in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to NJR Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on NJR Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at NJR Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with NJR Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at NJR Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former NJR Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
