img
Permanent

Client Service Administrator - Financial Planning

Manchester
money-bag 26700.00-26700.00 Annual
3109806180
Posted 3 days ago

Client Service Administrator - Financial PlanningLocation: Central ManchesterSalary: £26,700 - £30,000Full-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:days holiday + bank holidays2. Private Medical Insurance3. Life Assurance4. Income Protection5. Company PensionKey Responsibilities:1. Liaise with clients and providers via phone, email, and video2. Support Financial Planners with day-to-day tasks and client file management3. Book appointments, manage diaries, and prepare detailed meeting packs4. Submit instructions to platforms and providers5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office)6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning ServiceWhat We''re Looking For:1. Previous experience in a financial planning admin or support role2. Proficient in MS Office (Word, Excel, Teams, SharePoint)3. Familiarity with Intelligent Office (IO)4. Excellent organisational and communication skills5. A proactive, team-oriented individual with strong attention to detailIf this sounds like you apply directly or for further ..... full job details .....

Other jobs of interest...

Gallagher
ManchesterToday
money-bagNegotiable
HAYS
ManchesterToday
money-bag25000.00-25000.00 Annual
HAYS
ManchesterToday
money-bag26000.00-26000.00 Annual
HAYS
ManchesterToday
money-bag27000.00-27000.00 Annual
Clarify Consultancy Ltd
BlackburnYesterday
money-bag£30,000
Everywhen, part of the Ardonagh Group
Manchester1 week ago
money-bag10000-500000 Annual
Get-Recruited (UK) Ltd
Manchester1 week ago
money-bag£30000/annum Progression + Benefits
Morson Edge
Manchester2 weeks ago
money-bagNegotiable

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!