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Permanent

Client Service Administrator - Financial Planning

Nottingham
money-bag 27000.00-27000.00 Annual
3128997065
Posted Yesterday

Client Service Administrator - Financial PlanningLocation: NottinghamSalary: Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who''s passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners.Benefits: days holiday + bank holidays2. Private Medical Insurance3. Life Assurance4. Income Protection5. Company PensionKey Responsibilities:1. Liaise with clients and providers via phone, email, and video2. Support Financial Planners with day-to-day tasks and client file management3. Book appointments, manage diaries, and prepare detailed meeting packs4. Submit instructions to platforms and providers5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office)6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning ServiceWhat We''re Looking For:1. Previous experience in a financial planning admin or support role2. Proficient in MS Office (Word, Excel, Teams, SharePoint)3. Familiarity with Intelligent Office (IO)4. Excellent organisational and communication skills5. A proactive, team-oriented individual with strong attention to detailIf this sounds like you apply directly or for further information speak to one of our

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