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 forward-thinking, employee-owned financial planning firm in Manchester that prioritises collaboration, sustainability, and community values. With a strong commitment to employee growth, you will benefit from tailored training support, flexible working options, and the unique opportunity to become a co-owner of the business, sharing in its success while making a positive impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at firms you admire. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by researching the company’s values and recent projects. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Assistant, you’ll need to build strong relationships with clients. Role-play common scenarios with friends or family to boost your confidence.
✨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 Financial Planning Assistant in Manchester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to reflect the values and skills mentioned in the job description. We want to see how you align with our commitment to sustainability and client relationships!
Show Your Passion:Let your enthusiasm for financial planning shine through! We’re looking for someone who’s genuinely excited about helping clients achieve their goals, so don’t hold back on sharing your motivation.
Highlight Relevant Experience:If you've got any experience in client management or financial services, make it stand out! We love seeing how your background can contribute to our team and help us deliver outstanding service.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
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 investment. Brush up on key concepts and be ready to discuss how they align with the firm's values of sustainability and community.
✨Show Your Passion
Demonstrate your enthusiasm for helping clients achieve their financial goals. Share examples from your past experiences where you've built strong relationships or made a positive impact, as this will resonate well with the interviewers.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s approach to client management and sustainable investing. This shows that you're not only interested in the role but also in how the company operates and its commitment to its values.
✨Be Yourself
The firm values integrity and inclusion, so don’t be afraid to let your personality shine through. Be genuine in your responses and show how your personal values align with those of the company.
