Client Relationship Associate

Location

BLACKBURN

Salary £24000 - £30000 TypePermanent WorkplaceOn-Site Ref89848

Recruiter Managing This Role

Financial Planning Administration

Location: Blackburn

Salary & Benefits: up to £30,000, with study support and career progression

About the Role:

We are looking for a motivated individual to join a dynamic financial planning team as an apprentice in administration. You will gain hands-on experience supporting financial advisers, working on client portfolios, processing new and ongoing work, completing valuations, and ensuring compliance. The role provides a full introduction to pensions, investments, and protection, while offering structured study support and career progression opportunities.

Key Responsibilities:

Respond to client queries with guidance from your manager

Assist advisers with client portfolio administration