Senior Financial Planning Administrator

Location: Sproston, Cheshire

Salary: £32,000–£35,000

Working arrangements: Potential for flexible hours and hybrid working

An established independent financial planning firm is looking for an experienced Financial Planning Administrator to join its close-knit team in Sproston.

This is a hands-on administration role for someone who can confidently manage a broad range of pensions and investment cases, take ownership of more complex work and provide guidance to a colleague who is continuing to develop.

You won’t be moving away from day-to-day administration into a management position. Instead, you’ll become a trusted and experienced member of the team, helping maintain high standards while ensuring client work is completed accurately and efficiently.

Your responsibilities will include:

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• Managing pensions, investments and protection administration from submission through to completion
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• Handling more complex client administration cases
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• Processing new business, withdrawals, top-ups, fund switches and portfolio rebalances
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• Obtaining illustrations and preparing application documentation
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• Gathering information from providers and checking it for accuracy
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• Preparing valuations, client review packs and meeting documentation
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• Maintaining accurate client records on Intelliflo and provider platforms
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• Liaising with clients, advisers, providers and outsourced support
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• Monitoring outstanding work and progressing cases within agreed timescales
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• Supporting a less experienced administrator with technical queries and more complex cases
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• Sharing knowledge and helping improve administrative processes
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• Assisting with basic suitability and no-change letters where appropriate
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Research and full recommendation report writing are currently outsourced, so this is primarily an administration position rather than a paraplanning role.

You will need:

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• Previous experience within a financial planning or IFA administration role
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• Experience processing a broad range of pensions and investment business
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• Strong working knowledge of provider platforms
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• Experience using Intelliflo Office
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• The ability to manage more complex cases independently
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• Excellent attention to detail and organisational skills
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• Confidence communicating with clients, providers and colleagues
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• A collaborative approach and willingness to support someone who is still developing
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Previous mentoring or training experience would be useful, but formal management experience is not required.

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• Salary of £30,000–£35,000
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• 5% employer pension contribution
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• Bank holidays in addition
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• Health Shield cashback plan
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• Gifted half-day off for your birthday
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• Discretionary wellbeing gifts and vouchers
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• Potential for flexible hours and hybrid working
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There may be an opportunity to develop towards a trainee paraplanner position in the future. However, experienced career administrators who want to remain within administration will be equally valued.