Financial Planning Administrator

  • Location:

    Altrincham, Cheshire

  • Sector:

    Administrator

  • Job type:

    Permanent

  • Salary:

    Competitive salary depending on experience

  • Contact:

    Halecroft Recruitment Ltd

  • Contact email:

    register@halecroftrecruitment.co.uk

  • Job ref:

    770

  • Published:

    22 hours ago

  • Consultant:

    Lydia Whitelegg

  • Expiry date:

    2026-02-25

Financial Planning Administrator – Altrincham

Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs.

The Role:
In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including:

  • Handling adhoc queries from Advisers, Clients, and Providers
  • Maintaining client files and recording tasks via back-office systems
  • Managing postal activity (incoming and outgoing)
  • Processing new business applications (online and post)
  • Loading and maintaining data on CRM systems
  • Processing Letters of Authority and valuations
  • Liaising with 3rd Party Providers & Paraplanners
  • Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections
  • Booking client review appointments and managing IFA diaries
  • Printing and binding client suitability reports
  • Administering client investment funds and constructing portfolios
  • Updating IFAs and clients on the progress of new business cases
  • Maintaining all client policy data and associated income expectancies
  • Processing client withdrawals as required

Skills & Attributes:

  • Excellent oral and written communication skills
  • Strong administrative and organisational skills with high accuracy
  • Proficient in keyboarding and data entry
  • Attention to detail and commitment to quality
  • Flexible, adaptable, and a strong team player
  • Ability to build effective working relationships at all levels

Experience & Knowledge:

  • Previous administration experience – essential
  • Financial services experience – ideal
  • Experience working within defined service standards, policies, and procedures
  • Demonstrated commitment and longevity in previous roles
  • Good knowledge of Microsoft Office
  • Understanding of financial products and regulatory requirements – advantageous
  • Proven track record in delivering excellent client satisfaction

What We Offer:

  • Salary: Negotiable, depending on experience
  • Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary)
  • Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days
  • Study support for industry-related qualifications
  • Office-based role in Altrincham, Cheshire, working Monday – Friday, 8:30am – 5:00pm

If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!