Senior Financial Planning Administrator

Senior Financial Planning Administrator Location: Sproston, Cheshire Salary: £32,000-£35,000 Working arrangements: Potential for flexible hours and hybrid working An established independent financial planning firm is looking for an experienced Financial Planning Administrator to join its close-knit team in Sproston. This is a hands-on administration role for someone who can confidently manage a broad range of pensions and investment cases, take ownership of more complex work and provide guidance to a colleague who is continuing to develop. You won''t be moving away from day-to-day administration into a management position. Instead, you''ll become a trusted and experienced member of the team, helping maintain high standards while ensuring client work is completed accurately and efficiently. The role Your responsibilities will include: Managing pensions, investments and protection administration from submission through to completion Handling more complex client administration cases Processing new business, withdrawals, top-ups, fund switches and portfolio rebalances Obtaining illustrations and preparing application documentation Gathering information from providers and checking it for accuracy Preparing valuations, client review packs and meeting documentation Maintaining accurate client records on Intelliflo and provider platforms Liaising with clients, advisers, providers and outsourced support Monitoring outstanding work and progressing cases within agreed timescales ..... full job details .....