Senior Financial Planning Administrator

Stockport Nub News; Cheadle; On-site; GBP 19,000 - 32,000; Full time

Job summary

NJR Recruitment is working with a respected independent financial planning firm to recruit a Senior Financial Planning Administrator in Cheadle. This permanent, full-time role provides essential support to Financial Planners and offers a client-centric service.

The successful candidate will join a busy, collaborative team and must deliver accurate work to tight timescales, liaising with Financial Planners, Paraplanners and other stakeholders.

Qualifications

• Previous experience in a Financial Planning support or administration role within financial services
• Excellent communication and interpersonal skills
• Strong knowledge of Microsoft Office applications (Word, Excel, Teams, SharePoint) and IO

Responsibilities

• Supporting clients and Financial Planners via telephone, email and video
• Handling client inquiries and liaising with providers
• 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
• Maintaining accurate client records and back-office systems
• Opening, scanning and distributing incoming mail
• Providing general administration and coordination support as required

Skills

Communication

Organization

Teamwork

Attention to detail

Multitasking

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

SharePoint

Intelligent Office IO

Job description

Where

Cheadle

What

Banking & Financial Services

Type

Permanent

Salary

32000 Annual

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-dated 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.

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.