Senior Administrator – Financial Planning – Office-based with flexibility – c. £35,000
Our client is a well-established, growing financial planning practice near Wilmslow, Cheshire, advising individuals, families and business owners. As they expand, they're looking for an experienced financial services administrator who can hit the ground running from day one.
The role
You'll be the engine room of the practice – keeping client service at a high standard, making sure new business is submitted accurately and on time, and supporting the advisers and paraplanner as the business grows.
What you'll do
Provide high-quality technical and administrative support across the full client relationship
Act as a confident first point of contact for clients, product providers and third parties
Prepare and submit new business, checking everything is accurate and compliant
Track cases through to completion and keep clients informed
Keep client records and the CRM up to date
Support newer team members as the practice grows
What you'll bring
Several years' administration experience in financial services or wealth management
St. James's Place Partner Practice experience is strongly preferred
Strong all-round knowledge of pensions, investments and protection business
Organised, accurate and able to work to deadlines with little supervision
Confident, professional and completely discreet
Salesforce (or similar CRM) experience ideal; any financial services qualifications are a bonus
What's on offer
Around £35,000 depending on experience
Private medical insurance, death in service at 4x salary, generous pension matching and a discretionary bonus
Full-time, 9:00–17:30, office-based with some flexibility for the right person
A senior, trusted role in a close-knit, growing practice, reporting to the Practice Manager
Support and mentoring to progress your career
For a confidential conversation, apply now or contact Eric Chitapi at ECS Recruitment Consultants on .
ECS Recruitment Consultants is acting as an employment agency for this vacancy.
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Senior Administrator in Wilmslow employer: ECS Recruitment Consultants
Join a well-established, family-run domiciliary care provider in Farnborough, where your compassion and dedication are truly valued. With competitive pay, flexible hours, and a supportive management team, this role offers not just a job, but a meaningful career path with opportunities for personal and professional growth in the rewarding field of care.
Contact Details:
ECS Recruitment Consultants Recruitment Team
