Financial Planning Administrator
Location: Chester, Cheshire (Office based)
Salary: £26,000 - £30,000 + Benefits
Are you an experienced Financial Services Administrator looking to join a growing wealth management firm in Chester?
We’re recruiting for a Financial Planning Administrator to support Financial Advisers and Paraplanners, delivering an outstanding service to clients while ensuring all administration is completed accurately and efficiently.
The Role:
- Support Advisers with client administration and new business.
- Obtain provider information, valuations and quotations.
- Prepare client documentation and maintain back‑office systems.
- Manage adviser diaries and client communications.
- Deliver a professional, high‑quality service to clients and providers.
About You:
- Previous experience within an IFA, Wealth Management or Financial Planning environment.
- Excellent organisational and communication skills.
- Strong attention to detail and ability to manage multiple tasks.
- CII studies (or willingness to study) would be an advantage.
Excellent opportunity to join a respected financial planning business offering career development, a supportive team and competitive salary.
Apply now for a confidential discussion.
Financial Planning Administrator in Chester employer: Prestige Recruitment Group
As a Quality and Logistics Coordinator, you will join a dynamic team in a supportive work environment that values attention to detail and proactive problem-solving. Our company offers excellent career progression opportunities, a Monday to Friday schedule, and a competitive salary, all while fostering a culture of collaboration and continuous improvement. Located in a thriving area, we provide the perfect setting for ambitious individuals eager to develop their skills and contribute to our success.
Contact Details:
Prestige Recruitment Group Recruitment Team
