https://jobs.co.uk/job/client-support-pensions-and-investments-njr-recruitment--6a2c8495-2233-499d-92db-3853419a1f78 RSS feed for CLIENT SUPPORT - PENSIONS and INVESTMENTS at NJR Recruitment. en-gb Sun, 24 May 2026 07:09:47 GMT https://jobs.co.uk/job/client-support-pensions-and-investments-njr-recruitment--6a2c8495-2233-499d-92db-3853419a1f78 https://jobs.co.uk/job/client-support-pensions-and-investments-njr-recruitment--6a2c8495-2233-499d-92db-3853419a1f78 Thu, 14 May 2026 11:53:13 GMT Location: Wilmslow | Salary: 27000.00-27000.00 Annual | Type: Permanent | CLIENT SUPPORT - PENSIONS and INVESTMENTS WILMSLOWUP TO 30,000Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate and Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of;To provide a first class administration service, together with a dedicated Paraplanner, to a group of ConsultantsEnsure that new business is processed in a timely fashionIssuing client Letters of Authority to providers, collating information and the use of the Client Management systemOrganising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal and KFDProcessing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client ManagementValuing client portfolios - obtaining data from providersChecking policy documentsIssuing polic... Permanent