Client Services Administrator - NJR Recruitment : Job Details

Client Services Administrator

Hull

£27,000 - £34,000 Excellent Benefits

Full-Time, Office-Based

NJR Recruitment are delighted to be working with a leading financial planning firm who are looking for an experienced Client Services Administrator to join their team in Hull. This is an excellent opportunity for an organised and detail-focused individual to develop their career within a professional and supportive environment.

The Role:

You will play a key role in supporting financial planners and clients, ensuring a seamless and efficient service. Duties will include:

• Preparing client documentation, valuations, and review packs
• Processing new business applications across pensions, investments, and protection products
• Managing Letters of Authority and liaising with product providers
• Maintaining client records and ensuring compliance requirements are met
• Handling client queries and delivering an excellent standard of service
• Supporting advisers in the preparation of meetings and follow-up actions

About You:

• Previous experience working within an IFA, wealth management, or financial planning firm is essential
• Strong understanding of pensions, investments, and protection administration
• Excellent organisational skills with strong attention to detail
• Proficient with provider platforms and back-office systems
• A team player with excellent communication skills

What’s on Offer:

• Salary up to £34,000 depending on experience
• Enhanced pension scheme
• 28 days holiday bank holidays, increasing with service
• PMI scheme
• Death in Service cover
• Opportunity for career progression within a growing national group
• Immediate start available

This is a fantastic opportunity to join a respected financial planning business with a strong client base and supportive culture. If you are looking to take the next step in your career as an IFA/Wealth Management Administrator, we’d love to hear from you.

Apply today or contact NJR Recruitment quoting NJR16009 to find out more.