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.

INDP