Senior Client Associate - Financial Planning

Senior Client Associate - Financial Planning

Full or Part Qualified

Location: Altrincham Hybrid Working Available

Salary: Up to £35,000 + Benefits

Full-Time Permanent

NJR Recruitment is delighted to be representing a leading and values-driven financial planning firm who are looking to recruit a Senior Client Associate. This is an exciting opportunity to join a growing, professional business where teamwork, collaboration, and client care are at the heart of everything they do.

The Role

As a Client Relations Senior Associate, you'll play a key part in supporting advisers and colleagues, ensuring clients receive the highest standard of service and care. You'll act as a senior point of contact within the Client Relations team - mentoring junior team members, maintaining accurate client data, and ensuring all activity meets compliance and service standards.

This role offers a fantastic opportunity to develop within a respected financial planning business that values personal growth, teamwork, and professional excellence.

Key Responsibilities

" Support advisers and administrators across all aspects of client servicing and financial administration

" Oversee and maintain accurate client files and CRM records

" Review and process documentation to meet compliance, TCF, and Consumer Duty standards

" Conduct quality control checks and resolve data gaps or queries

" Assist with complex client cases and escalations

" Provide guidance, training, and mentoring to team members to support their development

" Monitor workloads, timescales, and priorities across the team

" Ensure all activity is completed accurately and within agreed service levels

" Collaborate with management to improve processes and client service delivery

What We're Looking For

" Experience in a financial planning or wealth management environment

" Level 4 qualification or equivalent (e.g. CII Award in Financial Administration, CII Certificate in Financial Services, CISI Investment Client Services)

" Strong knowledge of the UK regulatory framework and FCA requirements

" Excellent written and verbal communication skills

" High level of accuracy, attention to detail, and organisational ability

" Strong interpersonal and mentoring skills

" Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) and CRM systems

" Ability to manage multiple priorities in a fast-paced, team-oriented environment

What's on Offer

" Salary: Up to £35,000 (depending on experience)

" Hybrid working - flexible balance between office and home

" Pension: 4% employer contribution (salary sacrifice available)

" 28 days holiday + Bank Holidays (option to buy 5 additional days)

" Group Life Cover: 4x salary

" Sick pay scheme

" Supportive, collaborative culture with genuine opportunities for growth

Apply Now

If you're an experienced Client Services or Financial Planning professional seeking the next step in your career within a supportive and people-focused firm, apply today

NJR16145