Senior Financial Planning Administrator Location: Cheadle – Fully office based Salary up to £32,000 plus benefits Contract: Permanent, Full-Time NJR Recruitment is currently working with a highly respected, independent financial planning firm to recruit a Senior Financial Planning Administrator. This is an integral role within the business, providing essential support to Financial Planners and delivering an excellent, client-centric service. The successful candidate will join a busy and collaborative team where accuracy, communication and the ability to work to agreed timescales are key. About the Role As a Senior Financial Planning Administrator , you will work closely with Financial Planners, Paraplanners and other key stakeholders to support the delivery of high-quality financial planning and advice services. You will be responsible for a varied workload, supporting clients directly while also ensuring the Financial Planners have everything they need to deliver an exceptional client experience. Key Responsibilities Supporting clients and Financial Planners via telephone, email and video Handling client enquiries and liaising with providers Promoting the Personal Financial Portal and processing referrals
Senior Financial Planning Administrator employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
