Client Relationship Associate

Heat Recruitment
📍 Blackburn, England, United Kingdom 💼 Permanent 🕒 Posted June 20, 2026

Job Description

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


    Ready to Apply?

    Submit your application today and join our talented team at Heat Recruitment.

    Submit Application
  • Job Details

    • Location Blackburn, England
    • Job Type Permanent
    • Category Information and Record Clerks
    • Posted Date June 20, 2026
    • Application Deadline July 30, 2026