Financial Planning Assistant

Financial Planning Assistant

Manchester / Hybrid Working

Salary: Up £34,000 (Depending on Experience)

Full-time Permanent

NJR Recruitment is delighted to be representing a forward-thinking, employee-owned financial planning and investment firm that's built around collaboration, sustainability, and community values. Due to continued growth, the firm is now seeking an Assistant Client Manager (Financial Planning Administrator) to join its client management team in Manchester.

This is a brilliant opportunity for someone who's passionate about building meaningful client relationships, developing their career in financial services, and being part of a business that truly makes a positive impact.

The Role

As an Assistant Client Manager, you'll play a vital role in supporting the delivery of outstanding client service. Working closely with experienced professionals, you'll help clients achieve their investment goals while aligning their financial strategies with their personal values.

Key Responsibilities:

• Build and maintain strong relationships with clients, acting as a trusted point of contact.
• Understand client needs, goals, and values to identify opportunities for improved financial outcomes.
• Work alongside the team to create tailored investment and financial plans.
• Improve and develop your technical investment knowledge and communication skills.
• Provide administrative and service support across client accounts.
• Uphold the firm's commitment to responsible and sustainable investing.

About You

We're looking for someone who is:

• Passionate about helping clients achieve meaningful financial goals.
• An excellent communicator who thrives on building relationships.
• Proactive, organised, and eager to take ownership of their work.
• A strong team player who enjoys collaborating with others.
• Motivated to learn and develop within financial services - study support toward Level 4 qualifications (IMC or IAD) will be provided.
• Aligned with values of integrity, sustainability, and inclusion.

What's on Offer

• Salary from £29,000 (DOE)
• Employee ownership model - you'll become a co-owner and share in the company's success
• 25 days holiday (rising to 30 with service) plus bank holidays
• Pension scheme and long-term recognition programme
• Enhanced maternity and birth leave
• NHS top-up scheme and Employee Assistance Programme
• Membership to the Chartered Institute for Securities & Investment (CISI)
• Castlefield Academy-style training and career development support
• Hybrid and flexible working options
• Supportive, inclusive and values-driven team culture

This is more than just a job - it's an opportunity to become part of a purpose-driven firm where every employee is a co-owner, empowered to make a real difference in clients' lives and the wider community.

Apply today via NJR Recruitment quoting Ref: NJR16161 to start your journey toward a meaningful and rewarding career in financial services.