Financial Planning Administrator

ZipRecruiter; Knutsford; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A respected wealth and investment management firm in Knutsford is seeking a Financial Planning Administrator to support Financial Planners and enhance client service. With a focus on detail and client relations, this full-time position offers excellent career progression, competitive salary, and benefits including private medical insurance and professional development support.

Benefits

Private Medical Insurance

Group Life Assurance (4x salary)

Group Income Protection

Pension scheme with employer contributions

Generous holiday allowance

Fully funded professional development

Cycle to Work Scheme

Health Cash Plan

Annual discretionary bonus

Qualifications

• 2+ years’ experience in a financial services administrative role.
• Proficient in Microsoft Office and back-office systems.
• Keen to pursue further qualifications.

Responsibilities

• Provide administrative support to Financial Planners.
• Maintain accurate client records and update internal systems.
• Liaise with clients and third-party providers.

Skills

Organisational skills

Communication skills

Client-focused approach

Detail-oriented

Education

Degree (not essential)

Tools

Microsoft Office

Job description

Job Description

Financial Planning Administrator – Financial Services

Location: Knutsford (Hybrid Working Available)

Salary: Competitive, dependent on experience

Job Type: Full-time, Permanent

A highly respected and growing, wealth and investment management firm in Knutsford is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a firm who operate with the best resources and a high level clientele.

About the Role:

As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.

Key Responsibilities:

• Provide administrative support to Financial Planners
• Maintain accurate client records and update internal systems
• Liaise with clients and third-party providers to gather and process information
• Prepare valuations, meeting packs, and documentation
• Assist with new business onboarding, including AML and account setup
• Promote and support use of digital tools with clients
• Identify and report any risks or breaches in line with company policy

About You:

• 2+ years’ experience in a financial services administrative role
• Excellent organisational and communication skills
• Client-focused and detail-oriented
• Comfortable managing multiple tasks and meeting deadlines
• Proficient in Microsoft Office and back-office systems
• Degree educated , but not essential
• Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning

Benefits Include:

• Private Medical Insurance
• Group Life Assurance (4x salary)
• Group Income Protection
• Pension scheme with employer contributions
• Generous holiday allowance with option to purchase additional days
• Fully funded professional development, including exams, memberships, and study materials
• Cycle to Work Scheme & Season Ticket Loan
• Health Cash Plan, Gym Discounts, Will Writing, and more
• Annual discretionary bonus

This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more.