Financial Planning Administrator – Altrincham
Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs.
The Role:

In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including:
*Handling adhoc queries from Advisers, Clients, and Providers
*Maintaining client files and recording tasks via back-office systems
*Managing postal activity (incoming and outgoing)
*Processing new business applications (online and post)
*Loading and maintaining data on CRM systems
*Processing Letters of Authority and valuations
*Liaising with 3rd Party Providers & Paraplanners
*Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections
*Booking client review appointments and managing IFA diaries
*Printing and binding client suitability reports
*Administering client investment funds and constructing portfolios
*Updating IFAs and clients on the progress of new business cases
*Maintaining all client policy data and associated income expectancies
*Processing client withdrawals as required
Skills & Attributes:
*Excellent oral and written communication skills
*Strong administrative and organisational skills with high accuracy
*Proficient in keyboarding and data entry
*Attention to detail and commitment to quality
*Flexible, adaptable, and a strong team player
*Ability to build effective working relationships at all levels
Experience & Knowledge:
*Previous administration experience – essential
*Financial services experience – ideal
*Experience working within defined service standards, policies, and procedures
*Demonstrated commitment and longevity in previous roles
*Good knowledge of Microsoft Office
*Understanding of financial products and regulatory requirements – advantageous
*Proven track record in delivering excellent client satisfaction
What We Offer:
*Salary: Negotiable, depending on experience
*Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary)
*Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days
*Study support for industry-related qualifications
*Office-based role in Altrincham, Cheshire, working Monday – Friday, 8:30am – 5:00pm
If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!