Senior Financial Planning Administrator

Senior Financial Planning AdministratorAltrincham, CheshireSalary: Up to £34,000Full-Time Monday to Friday Hybrid Working Following ProbationNJR 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 RoleAs 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 ResponsibilitiesBusiness ProcessingSubmit new investment, pension and protection applications through provider systems. Manage new business from submission through to completion, ensuring cases progress efficiently. Liaise with providers to obtain updates, resolve outstanding requirements and minimise delays. Chase outstanding documentation, transfer requests and provider information. Keep clients and Advisers informed throughout the application process. Update ..... full job details .....