Senior Financial Planning Administrator

Senior Financial Planning Administrator

Location: Cheadle - Fully office based

Salary up to £32,000 plus benefits

Contract: Permanent, Full-Time

NJR Recruitment is currently working with a highly respected, independent financial planning firm to recruit a Senior Financial Planning Administrator.

This is an integral role within the business, providing essential support to Financial Planners and delivering an excellent, client-centric service. The successful candidate will join a busy and collaborative team where accuracy, communication and the ability to work to agreed timescales are key.

About the Role

As a Senior Financial Planning Administrator , you will work closely with Financial Planners, Paraplanners and other key stakeholders to support the delivery of high-quality financial planning and advice services.

You will be responsible for a varied workload, supporting clients directly while also ensuring the Financial Planners have everything they need to deliver an exceptional client experience.

Key Responsibilities

• Supporting clients and Financial Planners via telephone, email and video
• Handling client enquiries and liaising with providers
• Promoting the Personal Financial Portal and processing referrals
• Booking appointments and managing Financial Planner diaries
• Preparing complex meeting packs and supporting Financial Planners with client meeting preparation
• Submitting instructions to platforms and providers
• Working closely with Financial Planners on all aspects of their day-to-day client work
• Meeting and greeting clients and visitors to the office when required
• Opening, scanning and distributing incoming mail
• Maintaining accurate and up-to-date client records, back-office systems and shared folders
• Contacting new and existing clients to obtain information on behalf of Financial Planners
• Working closely with Paraplanners and other stakeholders to support clients and the delivery of financial planning services
• Providing general administration and coordination support as required

About You

The successful candidate will ideally have:

• Previous experience in a Financial Planning support or administration role within financial services
• Strong knowledge of Microsoft Office, particularly Word, Excel, Teams and SharePoint
• Knowledge of Intelligent Office (IO)
• Excellent organisational skills and strong attention to detail
• Good numeracy skills
• Excellent communication and interpersonal skills
• The ability to manage a varied workload and work effectively as part of a team
• The ability to work to tight deadlines with minimal supervision
• A proactive, adaptable and client-focused approach

If you're an experienced Financial Services Administrator or Client Services professional looking for a varied role within a collaborative financial planning environment, we'd love to hear from you.

Apply today via NJR Recruitment or call quoting the reference NJR16996.

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.