Client Services Administrator – Financial Planning - NJR Recruitment : Job Details

Client Services Administrator – Financial Planning

Location: Lancashire

Salary: £26,000 - £30,000

Full-Time | Permanent | Monday–Friday | 9am–5:30pm (5pm on Fridays)

NJR Recruitment is delighted to be supporting a successful and boutique financial planning business that is seeking a career-focused Client Services Administrator to join their close-knit team. Based in a market town on the River Irwell, this is a brilliant opportunity for a detail-oriented individual with prior experience in financial services who enjoys working collaboratively and directly supporting financial planners and paraplanners.

This is not a stepping stone to advice — it's a long-term career opportunity in a well-structured, client-centric admin team.

What’s on Offer:

• 25 days holiday bank holidays (with tiered increases for length of service)
• Office closure between Christmas and New Year (3 days holiday reserved)
• 3% employer pension contribution (with 5% employee input)
• 4x salary death in service benefit (after probation)
• Full support for relevant CII qualifications
• Supportive and stable team culture with structured development opportunities

Key Responsibilities:

• Provide full pre- and post-sale administration support to advisers and paraplanners
• Prepare engagement letters, Letters of Authority, client agreements, and other onboarding documents
• Obtain policy valuations, prepare meeting follow-ups, and review documentation
• Request and process quotes and provider application forms
• Maintain accurate records on the back-office system and ensure data integrity
• Support colleagues in maintaining compliant client files
• Welcome visitors and handle front desk/intercom duties when required
• Answer inbound calls and provide outstanding service to clients
• Take part in regular training and development, with support to build industry knowledge

What We’re Looking For:

• Previous experience in a financial services admin
• Excellent verbal and written communication skills
• High attention to detail, grammar, and overall document accuracy
• Proficient in Microsoft Office applications (Word, Excel, Outlook)
• Strong time management and the ability to multitask effectively
• Willingness to learn, support others, and contribute to a team culture
• Commitment to ongoing personal development and compliance best practices
• Someone looking to build a long-term career in an administrative role (not a transition into advising or paraplanning)

Apply Now

If you're looking for a long-term administrative career in financial services, where you’ll be valued for your precision and client care, apply now

NJR15963