Senior Financial Planning Administrator in Altrincham

• Senior Financial Planning Administrator
• Altrincham, Cheshire
• Full-Time Monday to Friday Hybrid Working Following Probation

NJR Recruitment is delighted to be working with a highly successful and growing Financial Planning practice to recruit an experienced

Senior Administrator .

This is a fantastic opportunity for an experienced Financial Services Administrator who is looking to develop in to a Team Leader, and someone who enjoys taking ownership of client cases, working closely with Advisers and delivering an outstanding client experience.

Joining a collaborative and supportive team, you'll play a key role in ensuring new business is processed efficiently while maintaining the highest standards of accuracy and client service.

The Role

As a Senior Client Administrator, you will provide comprehensive administrative support throughout the financial planning process, managing new business from submission through to completion and acting as a key point of contact for clients, Advisers and providers.

Key Responsibilities

• Business Processing
• Submit new investment, pension and protection applications through provider systems.
• Manage new business from submission through to completion, ensuring cases progress efficiently.
• Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays.
• Chase outstanding documentation, transfer requests and provider information.
• Keep clients and Advisers informed throughout the application process.
• Update client records and CRM systems accurately.
• Take ownership of your workload, ensuring all cases are progressed promptly.
• Client Administration
• Maintain accurate client information within CRM systems.
• Prepare high-quality client meeting packs and supporting documentation.
• Maintain electronic client records in line with compliance requirements.
• Support Advisers with post-meeting administration and implementation of recommendations.
• Ensure all documentation is processed accurately and in accordance with FCA requirements.
• Adviser & Client Support
• Arrange regular case review meetings with Advisers.
• Act as a key point of contact for clients, Advisers and providers.
• Provide timely updates to clients regarding the progress of their cases.
• Build strong working relationships to support excellent client outcomes.
• General Administration
• Support the day-to-day running of the office.
• Assist with ordering office supplies and general office administration.
• Contribute to process improvements and operational efficiencies.
• Provide support to the wider Operations team as required.

About You

The successful candidate will have

• Previous administration experience within Financial Services, Wealth Management or a professional services environment.
• Excellent organisational and time management skills.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• A professional and confident telephone manner.
• Proficiency in Microsoft Office, including Outlook, Word, Excel and Teams.
• The ability to work independently while contributing positively within a team.
• A proactive, organised and client-focused approach.

Desirable experience includes

• Experience using Salesforce or similar CRM systems.
• Knowledge of financial planning administration processes.
• Understanding of pensions, investments and protection products.

What's on Offer?

• Salary up to

£34,000 , depending on experience.

• Hybrid working following successful completion of probation.
• 25 days annual leave plus your birthday off.
• Company pension scheme.
• Life assurance.
• Employee perks and discount scheme.
• Regular company social events.
• Ongoing learning and development opportunities.
• A supportive and collaborative working environment with excellent long-term career prospects.
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