Financial Planning Administrator – Hale
Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs.
The Role:
In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including:
Handling adhoc queries from Advisers, Clients, and Providers
Maintaining client files and recording tasks via back-office systems
Managing postal activity (incoming and outgoing)
Processing new business applications (online and post)
Loading and maintaining data on CRM systems
Processing Letters of Authority and valuations
Liaising with 3rd Party Providers & Paraplanners
Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections
Booking client review appointments and managing IFA diaries
Printing and binding client suitability reports
Administering client investment funds and constructing portfolios
Updating IFAs and clients on the progress of new business cases
Maintaining all client policy data and associated income expectancies
Processing client withdrawals as required
Skills & Attributes:
Excellent oral and written communication skills
Strong administrative and organisational skills with high accuracy
Proficient in keyboarding and data entry
Attention to detail and commitment to quality
Flexible, adaptable, and a strong team player
Ability to build effective working relationships at all levels
Experience & Knowledge:
Previous administration experience – essential
Financial services experience – ideal
Experience working within defined service standards, policies, and procedures
Demonstrated commitment and longevity in previous roles
Good knowledge of Microsoft Office
Understanding of financial products and regulatory requirements – advantageous
Proven track record in delivering excellent client satisfaction
What We Offer:
Salary: Negotiable, depending on experience
Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary)
Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days
Study support for industry-related qualifications
Office-based role in Hale, Cheshire, working Monday – Friday, 8:30am – 5:00pm
If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you