Financial Planning Administrator

Financial Planning Administrator

Permanent | Full-time
Salary: £30,000 – £35,000 per annum (DOE)
Location: Whitley, Cheshire (Hybrid working available)

An established and highly regarded financial planning firm is seeking an experienced Financial Planning Administrator to join their team on a permanent basis.

This is a key role within the client services function, supporting financial planners and ensuring clients receive a consistently high level of service throughout their financial planning journey.

The Role

Reporting into the Client Services function, you will play an integral part in the day-to-day administration and servicing of client portfolios. You will be highly organised, proactive, and confident in managing multiple priorities while maintaining excellent attention to detail.

Key Responsibilities

• Acting as a primary point of contact for clients, delivering a high standard of service

• Liaising with third-party providers, platforms, and professional connections

• Maintaining accurate client records and audit trails on internal systems

• Arranging and supporting client meetings, including preparation of documentation

• Managing client review processes, valuations, and supporting review packs

• Processing new business, fund switches, rebalancing, withdrawals, and portfolio transactions

• Preparing invoices, monitoring fee agreements, and chasing outstanding payments

• Completing post-review action points and general client servicing tasks

• Supporting with death claims and other ad hoc client requirements

Skills & Experience

• Previous experience in a Financial Planning Administrator or Client Services role within financial services

• Strong working knowledge of platforms and back-office systems such as Intelligent Office, Quilter, Aberdeen Wrap, Voyant, FE Analytics, or similar

• Excellent organisational skills with the ability to manage competing deadlines

• Confident communicator with a professional, client-focused approach

• Strong IT skills and high attention to detail

Working Pattern

• Monday to Friday, 9am–5pm (with an 8am–4pm finish on alternate Fridays)

• Hybrid working available: 3 days office-based, 2 days from home

The Opportunity

• Permanent role within a stable and growing financial planning business

• Salary £30,000–£35,000 depending on experience

• Supportive team environment with opportunities for long-term development

• Hybrid working and a strong focus on work-life balance

This role would suit an experienced Financial Planning Administrator looking for a long-term opportunity within a professional and client-focused firm.

Sector:

1. Financial Services
2. Financial Planning