Client Services Administrator - Financial Planning Support

NJR Recruitment Ltd; Alderley Edge; On-site; GBP 29,000 - 35,000; Full time

Job summary

NJR Recruitment Ltd is hiring a Client Servicing Administrator for a well-established financial planning business in Alderley Edge. The role supports Financial Planners with day-to-day administration, client servicing, and processing of new business to ensure accurate, up-to-date client records.

The successful candidate will be highly organized with attention to detail, able to manage multiple tasks, and proficient in Outlook, Word and Excel.

Qualifications

• Previous experience in financial services administration or client servicing preferred.
• Strong attention to detail and accuracy in documentation.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provide day-to-day administration support to Financial Planners and clients.
• Support servicing of a defined client bank and processing of new business.
• Ensure all company processes and procedures are followed.
• Record and index all client communications in the document management system (SharePoint).
• Maintain accurate records in the back-office system (Curo).
• Manage tasks across Curo and Outlook and add detailed progress notes.
• Process new business applications and submission to product providers.
• Produce client valuations and prepare APM packs.
• Liaise with product providers as required; handle general administration and reporting.

Skills

Client servicing

Financial services

Administration

Microsoft Outlook

Microsoft Word

Microsoft Excel

SharePoint

Curo

Tools

Curo

SharePoint

Job description

NJR Recruitment Ltd is hiring a Client Servicing Administrator for a well-established financial planning business in Alderley Edge. The role supports Financial Planners with day-to-day administration, client servicing, and processing of new business to ensure accurate, up-to-date client records.

The successful candidate will be highly organized with attention to detail, able to manage multiple tasks, and proficient in Outlook, Word and Excel.