Job Description Financial Planning Administrator Excellent Benefits Package Are you an experienced Financial Services Administrator looking to join a supportive and professional team where your contribution really makes a difference? We're looking for a proactive and organised Financial Planning Administrator to provide essential support to Financial Advisers and Paraplanners, helping to deliver an exceptional client experience throughout the financial planning journey. This is an excellent opportunity for someone with previous experience within the financial services industry who enjoys working in a varied role, has excellent attention to detail and takes pride in delivering outstanding client service. As a Financial Planning Administrator, you'll play a vital role in supporting advisers with pre-sales administration, client servicing and ongoing case management. You'll work closely with clients, providers and colleagues to ensure work is completed accurately, efficiently and in line with regulatory standards. Maintain accurate client records using the back-office system Handle incoming telephone enquiries professionally and confidently Assist with general client account maintenance and ongoing servicing Maintain knowledge of industry developments and participate in ongoing training and professional development Previous experience working within the financial services industry Experience supporting Financial Advisers or Paraplanners Strong IT skills and experience using back-office systems A positive, flexible and team-focused approach 25 days holiday, increasing with length of service ~ Employer pension contribution (3%) with employee contribution (4%) ~ Permanent Health Insurance ~ Ongoing training and professional development ~ Excellent long-term career opportunities within a growing business If you're an experienced Financial Services Administrator looking to join a business that values professionalism, teamwork and exceptional client service, we'd love to hear from you.
Locations
Financial Planning Administrator home and office working in Cheshire, Chester employer: NJR Recruitment
Join a leading insurance business in Uttoxeter, where your leadership skills will thrive in a supportive and dynamic work environment. With a competitive salary, excellent bonus structure, and genuine opportunities for career progression, you'll be empowered to coach and develop your team while driving performance and delivering exceptional customer service. Our commitment to professional development ensures that you can grow alongside the company, making this an ideal place for ambitious individuals seeking meaningful and rewarding employment.
