Senior Financial Planning Administrator

Eden Rose; Chester; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

10% contributory pension

Private Medical Cover

4x Life Assurance

Study support

Progression opportunities

Job summary

A leading financial planning firm in Chester is seeking a Senior Financial Planning Administrator. This role supports the Administrator team and Client Services Manager, requiring management experience or extensive admin experience in financial settings. The firm offers industry-leading training, a focus on diversity, and a benefits package including 25 days holiday, a pension plan, medical cover, and study support for chartered status.

Qualifications

• Previous experience managing Administrators within Financial Planning or extensive Financial Planning Administration experience.
• Knowledge of products including Pensions and Investments.
• Experience using a CRM/back-office system.
• Strong client services and communication skills.

Responsibilities

• Dealing with queries from the Administrator team.
• Providing support to ensure day to day operations run smoothly.
• Quality checking of work, highlighting training gaps.
• Assist the team with complex calculations.
• Ongoing client communications alongside standard Administrator support tasks.
• Ongoing client communications alongside standard Administrator support tasks

Skills

Client services and communication skills

Experience managing Administrators

Knowledge of Pensions and Investments

Experience using CRM/back-office system

Tools

Xplan

IO

Job description

This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.

This company have an exciting opportunity for a Senior Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting the wider Administrator team, and the Client Services Manager, working with several highly successful advisers and their HNW clientele.

The role is for someone with either management experience who has looked after other Administrators in Wealth Planning or Financial Services, or someone with extensive experience looking for a step up.

You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.

Management role responsibilities

• Dealing with queries from the Administrator team
• Providing support to ensure day to day operations run smoothly
• Quality checking of work, highlighting training gaps
• Assist the team with complex calculations
• Work to specified SLAs
• Ongoing client communications alongside standard Administrator support tasks

Company benefits include

• 25 days holiday + bank holidays
• 10% contributory pension
• Private Medical Cover
• 4x Life Assurance
• Study support
• Progression opportunities

What’s needed to be considered

• Previous experience managing Administrators within Financial Planning environment OR extensive Financial Planning Administration experience
• Knowledge of products including Pensions and Investments
• Experience using a CRM/back-office system such as Xplan or IO
• Strong client services and communication skills