Client Support Administrator - Financial Planning

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