Financial Planning Administrator

Financial Planning Administrator

Location: Hybrid - Office-based with flexible working
Salary: £26,000 - £30,000
Full-Time | Permanent

NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who’s passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners.

Benefits:

• 25 days holiday + bank holidays
• Private Medical Insurance
• Life Assurance
• Income Protection
• Company Pension

Key Responsibilities:

• Liaise with clients and providers via phone, email, and video
• Support Financial Planners with day-to-day tasks and client file management
• Book appointments, manage diaries, and prepare detailed meeting packs
• Submit instructions to platforms and providers
• Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office)
• Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service

What We're Looking For:

• Previous experience in a financial planning admin or support role
• Proficient in MS Office (Word, Excel, Teams, SharePoint)
• Familiarity with Intelligent Office (IO)
• Excellent organisational and communication skills
• A proactive, team-oriented individual with strong attention to detail

If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15924