IFA Client Support Administrator

NJR Recruitment Ltd; Lancashire; Hybrid; GBP 18,000 - 30,000; Full time

Benefits offered by this job

Annual bonus

25 days' holiday + bank holidays

Birthday day off

Life assurance at 4 x salary

Induction and training programme

Funded professional exams

Paid study leave

Flexible benefits package

Cycle to Work Scheme

Volunteer days

Job summary

NJR Recruitment Ltd is recruiting a Client Support Administrator for a well-established financial services business in Manchester. Hybrid working and a full-time, permanent role with a salary up to £30,000, offering a pathway into paraplanning or financial advice.

You'll work with Financial Advisers and Paraplanners, supporting administration, document preparation, AML checks, and client service standards. Comprehensive training, funded industry exams, and paid study leave are provided to help

Qualifications

• Experience in a financial advisory firm or financial services environment.
• Strong administration skills and excellent attention to detail.
• Confident verbal and written communication.
• Ability to communicate professionally with clients, advisers and product providers.
• Excellent organisational and time management skills.
• Ability to prioritise workloads and manage multiple deadlines.
• Proactive and positive approach to your work.

Responsibilities

• Produce and collate client meeting documentation for Financial Advisers and paraplanners.
• Process fees for new and ongoing business and follow up payments.
• Monitor and update the progress of new business cases.
• Complete anti-money laundering checks.
• Ensure FCA compliance and company service standards.
• Respond to queries from advisers, clients and product providers.
• Provide general administrative support to advisers and paraplanners.
• Manage multiple tasks and deadlines with high accuracy.
• Build strong relationships with colleagues, clients and external providers.

Skills

Administrative skills

Attention to detail

Communication skills

Organisational skills

Time management

Prioritisation

Proactive attitude

Job description

IFA Client Support Administrator

Location: Manchester / Hybrid

Salary up to £30,000

Contract: Full-Time, Permanent

NJR Recruitment is delighted to be working with a well-established financial services business who are looking to recruit a Client Support Administrator to join their busy and growing team.

This is a fantastic opportunity for an experienced administrator looking to progress their career within financial services, as well as those looking to take their first steps into the industry.

Working closely with Financial Advisers and Paraplanners, you will play an important role in ensuring both new and existing clients receive an excellent level of service. You will be supported by experienced Operations Management and Learning & Development teams, with comprehensive training provided to help you build your industry knowledge and expertise.

The Role

The Client Support Administrator role is fast-paced, varied and rewarding. You will support Financial Advisers and Paraplanners with the administration required to deliver an efficient and professional client service.

Your responsibilities will include:

• Producing and collating client meeting documentation for Financial Advisers, including portfolio valuations, application forms and regulatory documents
• Processing fees relating to new and ongoing business and following up outstanding payments
• Monitoring and updating the progress of new business cases
• Completing anti-money laundering checks
• Ensuring client servicing meets FCA requirements and company service standards
• Responding to queries and enquiries from Financial Advisers, clients and product providers
• Providing general administrative support to advisers and paraplanners
• Managing multiple tasks and deadlines while maintaining a high level of accuracy
• Building strong working relationships with colleagues, clients and external providers

About You

The ideal candidate will have previous experience working within a financial advisory firm or financial services environment, giving you an understanding of the industry and the ability to work confidently in a demanding but rewarding setting.

You will also have:

• Strong administration skills and excellent attention to detail
• Confident verbal and written communication skills
• The ability to communicate professionally with clients, advisers and product providers
• Excellent organisational and time management skills
• The ability to prioritise workloads and manage multiple deadlines
• A proactive and positive approach to your work
• The ability to work effectively in a fast-paced environment
• A genuine desire to develop your career within financial services

Career Development

This is a business that genuinely invests in its people. You will receive a comprehensive induction and training programme, with funded industry exams and paid study leave available.

For those looking to progress their career, there are also opportunities to develop towards Paraplanning or Financial Advice, with dedicated in-house academy programmes available to support your development when the time is right.

Benefits

In addition to a progressive career opportunity and supportive working environment, the benefits package includes:

• Annual bonus opportunity
• 25 days' holiday plus bank holidays
• Birthday day off
• Life assurance at 4 x salary
• Comprehensive induction and training programme
• Funded professional exams and paid study leave
• Flexible benefits package
• Option to purchase additional holiday
• Cycle to Work Scheme
• Two paid volunteering days per year
• Employee Assistance Programme with 24/7 helpline
• Access to an internal mortgage service
• Employee Forum and Diversity & Inclusion group
• Local and company-wide events supporting company charities

This is an excellent opportunity for a motivated Client Support Administrator to join a supportive financial services environment where training, career development and progression are genuinely encouraged.