Administrator – Client Review (Financial Services) Full Time

Manchester, Lancashire
NJR Recruitment

Administrator – Client Review (Financial Services)

Location: Manchester (Office-Based, Hybrid Potential)

Salary: £25,000 – £28,000 (DOE)

Full-Time Permanent 9am – 5pm, Monday to Friday

NJR Recruitment is pleased to be representing a highly regarded financial planning firm in their search for a Client Review Analyst. This is an exciting opportunity for a detail-focused and organised professional to join a supportive team and develop their career within the financial services sector.

This role offers exposure to a variety of administrative and client servicing tasks, with opportunities to progress into broader back-office functions over time.

Benefits:

• Pension – 8% of basic salary (after 3 months)
• Death in service – 3x basic salary (after 3 months)
• Critical illness cover – 1x salary (after 12 months)
• Income protection – 75% of pre-disability salary (after 12 months)
• 22 days holiday bank holidays 3 days between Christmas and New Year (holiday entitlement increases in 2026)
• Support for financial services qualifications

Key Responsibilities:

• Prepare annual client review packs, including valuations, performance data, and charges disclosures
• Issue Investment Risk Questionnaires (IRQs) and Fact Finds, updating internal systems with responses
• Liaise with advisers to highlight client updates and follow up with clients by phone, email, or post
• Administer group pension schemes – including member review packs, data updates, and adviser meeting coordination
• Draft simplified suitability assessment letters from meeting notes and templates
• Conduct Anti-Money Laundering checks and ensure compliance with FCA rules
• Manage client records, incoming/outgoing mail, reception duties, and general administrative tasks
• Calculate client fees and issue agreements via post or DocuSign

Future Development:

Over time, you’ll have the opportunity to expand your responsibilities into areas such as:

• Fund switches
• ISA, GIA, and Bond withdrawals
• Pension income withdrawals
• Processing new business
• Broader adviser support work

What We’re Looking For:

• Strong attention to detail and accuracy
• Excellent organisational and communication skills
• Proficiency in Microsoft Word and Excel
• Reliability, punctuality, and willingness to learn
• Previous experience in financial services administration is desirable but not essential

Apply Now

If you’re looking to develop your career in financial services with a firm that will invest in your growth and give you the tools to succeed, apply today

NJR15988