Senior Financial Planning Administrator

mbf.; Sproston; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Health Shield cashback

Birthday half-day off

Employer pension 5%

Bank holidays

Wellbeing vouchers

Hybrid/flexible hours

Job summary

mbf. is seeking a Senior Financial Planning Administrator to join its Sproston team. This hands-on role manages pensions and investments, takes ownership of complex cases and supports a junior administrator to develop.

You will work with Intelliflo Office and provider platforms, maintain client records, and prepare valuations and meeting packs, ensuring accurate, timely client service in a hybrid setup with a competitive salary.

Qualifications

• Experience in financial planning or IFA administration.
• Experience processing pensions and investment business.
• Strong working knowledge of provider platforms.
• Experience using Intelliflo Office.
• Ability to manage more complex cases independently.
• Excellent attention to detail and organisational skills.
• Confidence communicating with clients, providers and colleagues.
• Collaborative approach and willingness to support someone developing.

Responsibilities

• 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 accurate client records on Intelliflo and provider platforms.
• Liaising with clients, advisers, providers and outsourced support.
• Monitoring outstanding work and progressing cases within agreed timescales.
• Supporting a less experienced administrator with technical queries and more complex cases.
• Sharing knowledge and helping improve administrative processes.
• Assisting with basic suitability and no-change letters where appropriate.

Skills

Pensions & investments

Provider platforms

Intelliflo Office

Case management

Attention to detail

Client communication

Mentoring / Training

Team collaboration

Tools

Intelliflo Office

Job description

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.

The role

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 accurate client records on Intelliflo and provider platforms
• Liaising with clients, advisers, providers and outsourced support
• Monitoring outstanding work and progressing cases within agreed timescales
• Supporting a less experienced administrator with technical queries and more complex cases
• Sharing knowledge and helping improve administrative processes
• Assisting with basic suitability and no-change letters where appropriate

Research and full recommendation report writing are currently outsourced, so this is primarily an administration position rather than a paraplanning role.

About you

You will need:

• Previous experience within a financial planning or IFA administration role
• Experience processing a broad range of pensions and investment business
• Strong working knowledge of provider platforms
• Experience using Intelliflo Office
• The ability to manage more complex cases independently
• Excellent attention to detail and organisational skills
• Confidence communicating with clients, providers and colleagues
• A collaborative approach and willingness to support someone who is still developing

Previous mentoring or training experience would be useful, but formal management experience is not required.

Salary and benefits

• Salary of £30,000-£35,000
• 5% employer pension contribution
• Bank holidays in addition
• Health Shield cashback plan
• Gifted half-day off for your birthday
• Discretionary wellbeing gifts and vouchers
• Potential for flexible hours and hybrid working

There may be an opportunity to develop towards a trainee paraplanner position in the future. However, experienced career administrators who want to remain within administration will be equally valued.