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.
Responsibilities
- 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
Qualifications
- 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
Benefits
- 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
Client Support Administrator - Financial Planning 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.
