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Client Support Administrator - Financial Planning

NJR Recruitment·Salford (North West England)Hybrid
£28 000 – £30 000 / year
Vox Summary
  • Role Responsibilities: Produce and collate client documentation, monitor new business submissions, process fees, complete AML checks, and support advisers with administrative tasks.
  • Key Requirements: Experience in a financial advice firm beneficial, strong communication skills, excellent organisational and time management abilities, high attention to detail, proactive attitude.
  • Conditions & Benefits: Full-time, permanent role with hybrid working, salary up to £30,000, annual bonus potential, 25 days holiday plus bank holidays and birthday off, comprehensive training, funded industry exams, flexible benefits, and more.
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Job description

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 NJR16734

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Original source
reed.co.uk
Posted
May 27, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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