Senior Financial Planning Administrator

Senior Financial Planning Administrator

Altrincham, Cheshire

Salary: Up to £34,000

Full-Time | Monday to Friday | Hybrid Working Following Probation

NJR Recruitment is delighted to be working with a highly successful and growing Financial Planning practice to recruit an experienced Senior Administrator.

This is a fantastic opportunity for an experienced Financial Services Administrator who is looking to develop in to a Team Leader, and someone who enjoys taking ownership of client cases, working closely with Advisers and delivering an outstanding client experience. Joining a collaborative and supportive team, you'll play a key role in ensuring new business is processed efficiently while maintaining the highest standards of accuracy and client service.

The Role

As a Senior Client Administrator, you will provide comprehensive administrative support throughout the financial planning process, managing new business from submission through to completion and acting as a key point of contact for clients, Advisers and providers.

Key Responsibilities

Business Processing

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• Submit new investment, pension and protection applications through provider systems.
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• Manage new business from submission through to completion, ensuring cases progress efficiently.
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• Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays.
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• Chase outstanding documentation, transfer requests and provider information.
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• Keep clients and Advisers informed throughout the application process.
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• Update client records and CRM systems accurately.
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• Take ownership of your workload, ensuring all cases are progressed promptly.
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Client Administration

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• Maintain accurate client information within CRM systems.
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• Prepare high-quality client meeting packs and supporting documentation.
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• Maintain electronic client records in line with compliance requirements.
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• Support Advisers with post-meeting administration and implementation of recommendations.
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• Ensure all documentation is processed accurately and in accordance with FCA requirements.
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Adviser & Client Support

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• Arrange regular case review meetings with Advisers.
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• Act as a key point of contact for clients, Advisers and providers.
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• Provide timely updates to clients regarding the progress of their cases.
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• Build strong working relationships to support excellent client outcomes.
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General Administration

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• Support the day-to-day running of the office.
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• Assist with ordering office supplies and general office administration.
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• Contribute to process improvements and operational efficiencies.
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• Provide support to the wider Operations team as required.
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About You

The successful candidate will have:

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• Previous administration experience within Financial Services, Wealth Management or a professional services environment.
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• Excellent organisational and time management skills.
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• Strong attention to detail and accuracy.
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• Excellent written and verbal communication skills.
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• A professional and confident telephone manner.
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• Proficiency in Microsoft Office, including Outlook, Word, Excel and Teams.
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• The ability to work independently while contributing positively within a team.
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• A proactive, organised and client-focused approach.
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Desirable experience includes:

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• Experience using Salesforce or similar CRM systems.
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• Knowledge of financial planning administration processes.
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• Understanding of pensions, investments and protection products.
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What's on Offer?

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• Salary up to £34,000, depending on experience.
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• Hybrid working following successful completion of probation.
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• 25 days annual leave plus your birthday off.
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• Company pension scheme.
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• Life assurance.
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• Employee perks and discount scheme.
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• Regular company social events.
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• Ongoing learning and development opportunities.
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• A supportive and collaborative working environment with excellent long-term career prospects.
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If you're an experienced Financial Services Administrator looking to join a growing business where your contribution is recognised and your career can continue to develop, we'd love to hear from you.

Apply today via NJR Recruitment or call quoting the reference NJR16908

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.