Client Servicing Administrator for Financial Planning Firm

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

Client Servicing Administrator for Financial Planning Firm

Location: Alderley Edge

Salary: Up to £32000

Contract: Full-Time, Permanent

NJR Recruitment is delighted to be working with a well-established financial planning business in Alderley Edge, who are looking to recruit an experienced Associate Client Servicing Administrator to join their team.

This is a fantastic opportunity for an organised and detail-focused individual who enjoys working within financial services and wants to play an important role in delivering a first-class service to clients.

Working closely with a Financial Planner and Associate Financial Planner, you will support a defined client bank, dealing with the day-to-day administration involved in servicing existing clients and processing new business.

The Role

A key part of this position will be ensuring that client records and electronic documentation are accurate, immaculate and fully up to date.

You will take ownership of your workload, manage competing priorities and ensure all activity is recorded correctly. Accuracy is absolutely essential, and you will be encouraged to ask questions and seek guidance whenever required.

Key Responsibilities

• Providing day-to-day administration support to Financial Planners and their clients
• Supporting the servicing of a defined client bank
• Ensuring all company processes and procedures are followed
• Recording and indexing all client communications within the document management system, including SharePoint
• Maintaining accurate and up-to-date records on the back-office system, Curo
• Managing and maintaining task lists across Curo and Outlook
• Adding thorough notes to tasks to clearly track progress and outstanding actions
• Processing new business, including completing applications and submitting documentation to product providers
• Producing client valuations
• Preparing Annual Planning Meeting (APM) preparation packs
• Liaising with various product providers where required
• Completing general administration and processing
• Monitoring, evaluating and reporting on relevant activity
• Ensuring all work is completed accurately and within agreed timescales

About You

The successful candidate will ideally have previous experience within financial services administration or a client servicing environment.

You will be highly organised, proactive and comfortable taking ownership of your workload. You will have excellent attention to detail and understand the importance of maintaining accurate client records and documentation.

Experience of Curo and SharePoint would be highly desirable, although training can be provided for the right individual.

You will also have:

• Previous administration experience
• Experience dealing with clients, including demanding or high-expectation clients
• Experience dealing with financial product providers would be advantageous
• Excellent verbal and written communication skills
• Strong IT skills, particularly Microsoft Outlook, Word and Excel
• The ability to read, digest and assimilate information quickly
• Excellent organisational and prioritisation skills
• The ability to work within defined processes and procedures
• The ability to work under pressure and meet deadlines without compromising quality
• A strong understanding of the importance of confidentiality, accuracy and professional integrity
• The confidence to recognise when support or supervision is required

The Person

We are looking for someone who is:

• Customer focused and committed to delivering an excellent service
• Proactive and solutions orientated
• Assertive and confident in their approach
• Positive and willing to support colleagues when workloads are busy
• A strong team player
• Reliable and accountable
• Keen to develop your own skills and knowledge
• Motivated to succeed and make a positive contribution

This is an excellent opportunity to join a professional financial planning environment where attention to detail, teamwork and high-quality client service are genuinely valued.

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.