At a Glance
- Tasks: Prepare and coordinate client advice cases with a focus on accuracy and compliance.
- Company: A rapidly growing Financial Planning firm prioritising technology and client service.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and a supportive culture.
- Other info: Great career progression opportunities in a collaborative environment.
- Why this job: Join a modern team and make a real impact in wealth management.
- Qualifications: Experience in Financial Services and strong attention to detail required.
The predicted salary is between 27000 - 27000 £ per year.
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
- Reviewing and maintaining accurate client fact finds and CRM records
- Producing and preparing very basic suitability reports and client recommendation letters
- Supporting advisers with gathering and clarifying client information
- Ensuring all documentation is complete, compliant and audit‑ready
- Liaising with providers and internal teams to progress cases efficiently
- Supporting ongoing improvements to reporting processes and workflows
- Utilising modern technology and AI‑enabled tools to enhance reporting efficiency and consistency
- Maintaining excellent standards of communication and client service throughout the advice process
About You
- Previous experience within Financial Services is desirable
- Strong attention to detail and ability to work with complex information
- Excellent written communication skills
- Organised and able to manage workloads effectively
- Comfortable working within a structured and process‑driven environment
- Strong systems and CRM experience
- Positive, adaptable and team‑focused approach
What's on Offer
- Competitive salary with clear progression opportunities
- Discretionary bonus scheme
- Hybrid working arrangements following probation
- 25 days holiday plus bank holidays
- Workplace pension scheme
- Death in Service benefit
- Additional wellbeing and recognition benefits
- Supportive and collaborative working culture
This is a fantastic opportunity for an experienced Financial Services Administrator or someone looking for their first role in wealth management, who is looking to join a modern and growing business offering stability, development and long‑term career opportunities.
To test if you have attention to detail, please type 'A2 D' as the answer to one of the questions on the application. Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16805.
Client Reporting Administrator employer: Ontapjobsearch
As a Temporary Part-Time Administrator in Gosforth, you will join a supportive and inclusive work environment that values diversity and encourages personal growth. With benefits like weekly pay, generous annual leave, and discounts at high street brands, we prioritise employee well-being and satisfaction. Our commitment to direct employment ensures you are part of a team that fosters collaboration and professional development, making this an excellent opportunity for those seeking meaningful and rewarding work.
