Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773
Jun 11, 2026
Full time
Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773
An exciting opportunity has arisen to join a specialist commercial insurance team based in the heart of Manchester. This role offers exposure to a varied portfolio, handling premiums typically at 50,000+, with a strong focus on commercial insurance. As a Commercial Account Handler, you will manage your own portfolio whist supporting Account Executives, working closely with internal teams and clients to deliver exceptional service. The role combines technical insurance knowledge with excellent relationship management, ensuring all accounts are handled efficiently and accurately. Responsibilities of the Commercial Account Handler: Manage a portfolio of commercial insurance accounts, ensuring all client needs are met efficiently. Use in-depth knowledge of commercial insurance policies to assess risk and provide accurate, tailored advice to clients. Collaborate closely with internal teams and external clients to maintain clear communication and resolve any issues promptly. Organise and prioritise workload effectively to meet deadlines and support overall team objectives. What we are looking for: Demonstrated experience working within commercial insurance, handling a range of client accounts confidently. Strong understanding of commercial insurance policies, with particular experience or knowledge in vicarious liability considered a significant advantage. Excellent interpersonal skills to build and maintain professional relationships with clients and colleagues. Proven ability to manage time efficiently and stay organised in a fast-paced environment. Acturis and CII qualifications are highly desirable! Benefits of the Commercial Account Handler : Competitive salary of up to 48,000, dependent on experience. Employer pension contributions. 26 days holiday plus bank holidays. Hybrid working (2 days from home). Life Assurance at 4x salary. Private Health Cover with options for single cover or cash plan. Sick pay and income protection. Ready to take the leap? This is an excellent opportunity if you want to be part of a respected business that values your expertise, gives you room to grow, and genuinely cares about doing things the right way! For a confidential chat, contact one of our specialist consultants on (phone number removed) and quote job reference NJR16649.
Jun 11, 2026
Full time
An exciting opportunity has arisen to join a specialist commercial insurance team based in the heart of Manchester. This role offers exposure to a varied portfolio, handling premiums typically at 50,000+, with a strong focus on commercial insurance. As a Commercial Account Handler, you will manage your own portfolio whist supporting Account Executives, working closely with internal teams and clients to deliver exceptional service. The role combines technical insurance knowledge with excellent relationship management, ensuring all accounts are handled efficiently and accurately. Responsibilities of the Commercial Account Handler: Manage a portfolio of commercial insurance accounts, ensuring all client needs are met efficiently. Use in-depth knowledge of commercial insurance policies to assess risk and provide accurate, tailored advice to clients. Collaborate closely with internal teams and external clients to maintain clear communication and resolve any issues promptly. Organise and prioritise workload effectively to meet deadlines and support overall team objectives. What we are looking for: Demonstrated experience working within commercial insurance, handling a range of client accounts confidently. Strong understanding of commercial insurance policies, with particular experience or knowledge in vicarious liability considered a significant advantage. Excellent interpersonal skills to build and maintain professional relationships with clients and colleagues. Proven ability to manage time efficiently and stay organised in a fast-paced environment. Acturis and CII qualifications are highly desirable! Benefits of the Commercial Account Handler : Competitive salary of up to 48,000, dependent on experience. Employer pension contributions. 26 days holiday plus bank holidays. Hybrid working (2 days from home). Life Assurance at 4x salary. Private Health Cover with options for single cover or cash plan. Sick pay and income protection. Ready to take the leap? This is an excellent opportunity if you want to be part of a respected business that values your expertise, gives you room to grow, and genuinely cares about doing things the right way! For a confidential chat, contact one of our specialist consultants on (phone number removed) and quote job reference NJR16649.
