Client Services Associate - Financial Planning

Client Services Associate - Financial Planning

Location: Knutsford

Salary: up to £30k

Full-Time Permanent

NJR Recruitment is delighted to be representing a successful and growing financial planning business that is looking to expand its Client Services team. This is a fantastic opportunity to join a highly respected firm that prides itself on delivering excellent client outcomes while offering its employees professional development and career progression.

The Role

As a Client Services Associate, you will be a key part of the team, supporting advisers and paraplanners to ensure clients receive the highest level of service. You'll be responsible for processing new business, maintaining accurate records, liaising with providers, and preparing client files for reviews.

This is a varied and client-focused role where attention to detail and strong organisational skills are essential.

What's on Offer

• Competitive salary (DOE)
• 25 days holiday
• 4x salary Death in Service benefit
• Employer pension contributions
• Flexible working arrangements
• Study support for industry qualifications
• Supportive, collaborative, and professional team environment

Key Responsibilities

• Provide administrative support within the IFA Client Services team
• Act on adviser and paraplanner instructions following client meetings
• Process new business and ensure compliance standards are met
• Prepare client valuations, reports, and invoices for reviews
• Obtain product illustrations and information from providers
• Liaise directly with clients and providers to resolve queries and gather outstanding documentation
• Maintain accurate client records using the back-office system
• Support team efficiency by managing workloads and assisting with ad-hoc projects

What We're Looking For

• At least 2 years' experience in a financial planning / IFA administration role
• Strong understanding of pensions, investments, and protection products
• Proficiency with platforms, wraps, and back-office systems (e.g., Intelligent Office)
• Highly organised with strong attention to detail
• Excellent communication skills, both written and verbal
• Ability to manage multiple priorities and work within defined processes
• Proficiency in MS Excel, Word, and Outlook

Apply Now

If you are a detail-driven and proactive administrator with experience in financial services, this is an excellent opportunity to take the next step in your career. Apply today

NJR16041