Client Delivery Associate (Financial Planning Administrator)

NJR Recruitment
United Kingdom
10 Jan 2018
15 Feb 2018
Contract Type
Full Time

Client Delivery Associate (Financial Planning Administrator)

Salary: Up to £28,000

Our Client is a National, well established and credible Investment Management & Financial Planning business with offices based in core cities throughout the UK. Providing execution-only investment services predominantly to private investors, as well as financial planning, investment management and investment advisory services, an opportunity is now available for an experienced Client Delivery Associate (Administrator) to join their busy Cheshire based team.

Working within an incredibly busy team environment, the successful candidate will provide full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.


  • Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
  • Point of contact for all client servicing and new business queries
  • Preparation for client meetings and attend as and when required
  • Process all business
  • Prepare and print illustrations, key features and applications
  • Maintain core systems ensuring that all tasks are carried out and completed
  • Request policy information from third party policy providers
  • Coordinate and produce client valuations
  • Maintain client records
  • Cover Front of House responsibilities as and when required

The successful candidate will need to have previous operational experience within the financial services industry. You will ideally hold a certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications as well as having solid communication and Organisation skills.

For more information please contact one of our consultants quoting REF:NJR7321