Client Services Assistant - Financial Planning

Client Services Assistant - Financial Planning

Location: Manchester City Centre (Office-Based, Hybrid Potential)

Salary: £26,000 - £28,000 DOE + Benefits

Full-Time Permanent

NJR Recruitment is delighted to be representing a highly respected and forward-thinking financial planning firm based in Manchester City Centre, who are seeking a Client Services Assistant to join their growing team.

This is a fantastic opportunity for someone looking to build a long-term career in financial services. The role offers excellent training, development, and progression potential into broader support or advisory positions over time.

The Role

As a Client Services Assistant, you'll play a vital role in supporting advisers, paraplanners, and clients, ensuring administrative processes run smoothly and efficiently. This is an entry-level position ideal for someone with strong organisational skills, an eye for detail, and a genuine interest in developing within the financial planning profession.

Key Responsibilities

Client Review & Administration

" Prepare and issue annual review packs, valuations, and performance reports

" Send Investment Risk Questionnaires (IRQs) and Fact Finds, updating client records accordingly

" Conduct Anti-Money Laundering (AML) checks via Smartsearch

" Maintain accurate and compliant client data within internal systems

" Calculate client fees and issue Client Agreements via DocuSign or post

" Communicate effectively with clients by email and phone, ensuring all updates are logged accurately

Group Scheme Administration

" Liaise with employers to update staff data for group pension and risk schemes

" Manage renewals of Group Risk plans and prepare annual review documentation

" Coordinate adviser meetings and assist with invoicing and database updates

General Office Support

" Answer client calls, emails, and queries professionally and efficiently

" Greet visitors and maintain reception and meeting room standards

" Manage incoming and outgoing mail

" Take ownership of client service tasks, resolving issues proactively and escalating only where required

" Keep tasks up to date and prioritised in line with agreed service standards

Culture & Collaboration

" Work closely within the Client Services team and wider business to deliver exceptional service

" Support colleagues and share workload to ensure service consistency

" Promote teamwork, professionalism, and a positive, client-first culture

Skills & Experience

" Strong organisational skills and attention to detail

" Excellent communication and interpersonal abilities

" Proficient in Microsoft Word and Excel

" Professional, adaptable, and keen to learn

" A proactive and solutions-focused mindset

" Previous administrative experience (ideally within financial services) would be beneficial, though not essential

What's on Offer

" Salary £26,000 - £28,000 (depending on experience)

" Pension: 8% employer contribution (after 3 months)

" Death in Service: 3x salary (after 3 months)

" Critical Illness Cover: 1x salary (after 12 months)

" Income Protection: 75% of pre-disability salary (after 12 months)

" Holiday: 22 days + 3 days at Christmas + Bank Holidays (rising to 24 days in 2026)

" Support for professional qualifications with exam bonuses up to £100 per pass

" Supportive culture with strong emphasis on personal development and career growth

Apply Now

If you're organised, detail-oriented, and eager to develop your career in financial services, this is a brilliant opportunity to join a successful firm in the heart of Manchester.

NJR16134