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:

• Managing pensions, investments and protection administration from submission through to completion
• Handling more complex client administration cases
• Processing new business, withdrawals, top-ups, fund switches and portfolio rebalances
• Obtaining illustrations and preparing application documentation
• Gathering information from providers and checking it for accuracy
• Preparing valuations, client review packs and meeting documentation
• Maintaining acc...