Client Reporting Administrator

Client Reporting Administrator

Wakefield

Up to £27,000

NJR Recruitment are delighted to be working with a highly successful and rapidly growing Financial Planning firm who are looking to recruit a Client Reporting Administrator / Report Writer to join their expanding support team.

This is an excellent opportunity for an experienced Financial Services professional to join a modern and forward-thinking business where technology, efficiency and client service are at the heart of the operation.

The role would particularly suit someone who enjoys a structured and process-driven environment, takes pride in accuracy and detail, and enjoys producing high-quality client documentation within a collaborative team setting.

The Role

Working closely with Financial Advisers and the wider support team, you will take ownership of the preparation and coordination of client advice cases, ensuring all documentation is accurate, compliant and delivered to a high standard.

A key focus of the role will involve reviewing and validating client information, preparing suitability documentation and supporting the advice process from start to finish.

Key responsibilities will include:

• Reviewing and maintaining accurate client fact finds and CRM records
• Producing and preparing very basic suitability reports and client recommendation letters
• Supporting advisers with gathering and clarifying client information
• Ensuring all documentation is complete, compliant and audit-ready
• Liaising with providers and internal teams to progress cases efficiently
• Supporting ongoing improvements to reporting processes and workflows
• Utilising modern technology and AI-enabled tools to enhance reporting efficiency and consistency
• Maintaining excellent standards of communication and client service throughout the advice process

About You

• Previous experience within Financial Services is desirable
• Strong attention to detail and ability to work with complex information
• Excellent written communication skills
• Organised and able to manage workloads effectively
• Comfortable working within a structured and process-driven environment
• Strong systems and CRM experience
• Positive, adaptable and team-focused approach

What's on Offer

• Competitive salary with clear progression opportunities
• Discretionary bonus scheme
• Hybrid working arrangements following probation
• 25 days holiday plus bank holidays
• Workplace pension scheme
• Death in Service benefit
• Additional wellbeing and recognition benefits
• Supportive and collaborative working culture

This is a fantastic opportunity for an experienced Financial Services Administrator or someone looking for their first role in wealth management, who is looking to join a modern and growing business offering stability, development and long-term career opportunities.

To test if you have attention to detail, please type 'A2D' as the answer to one of the questions on the application.

Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16805