Senior Financial Planning Administrator

Senior Financial Planning Administrator

Altrincham, Cheshire

Salary: Up to £34,000

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. ← Back to job search