Financial Planning Administrator
Chester (4 days in the office)
Up to £31,000 + excellent benefits
Looking to build your career with a firm that genuinely invests in your future?
This is your chance to join a highly respected, award-winning financial planning and investment business that’s been supporting clients across the UK for over 30 years. Known for working with high-net-worth individuals, businesses, and financial professionals, they’ve built a reputation as a market leader—and a great place to grow your career.
They’re now looking for a Financial Planning Administrator to become a key part of their collaborative team. You’ll work closely with experienced advisers and support high-value clients, playing an important role in delivering a first-class financial planning service.
This is an opportunity to develop, learn, and progress within a business that actively supports your long-term career goals.
What you’ll be doing:
- Supporting advisers with the end-to-end financial planning process
- Managing client relationships and delivering excellent service
- Preparing documentation and maintaining accurate client records
- Liaising with providers and internal teams
What you’ll bring:
- Experience in a Financial Planning / Wealth Management admin or client support role
- Understanding of pensions and investment products
- Familiarity with systems like Xplan, IO, or similar
- Strong communication skills and a proactive mindset
What’s in it for you:
- 25 days holiday + bank holidays
- 10% contributory pension
- Private medical cover
- 4x life assurance
- Full study support towards Chartered status
- Clear progression pathways within the business
You’ll be joining a supportive, inclusive environment where your development is taken seriously, and your contribution is genuinely valued.