Senior Financial Planning Administrator - Team Lead

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.

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.

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

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.