Senior Financial Planning Administrator

Job Title: Senior Financial Planning Administrator

Location: Knutsford

Salary: Up to £35,000 + bonus and benefits

About the Role:

A leading financial services firm is seeking an experienced Senior Financial Planning Administrator to join their team. This senior role combines high-level administration with leadership responsibilities, ideal for someone with extensive IFA experience and exposure to high-net-worth (HNW) clients or advisors.

You will provide expert administrative support to Financial Planners and/or Investment Managers, ensure client satisfaction, and lead junior team members through 1:1s, appraisals, training, and recruitment support. This is a pivotal role to ensure operational excellence while maintaining regulatory compliance.

Key Responsibilities:

• Provide comprehensive administrative support to Financial Planners and/or Investment Managers
• Build and maintain strong client relationships
• Maintain accurate client records and back-office systems in line with policies
• Support new business pitches, presentations, and client reporting
• Manage cash transfers, foreign exchange transactions, and account balances where applicable
• Ensure accurate processing of business, including new account setup and AML documentation
• Identify and escalate risks, ensuring appropriate mitigation
• Lead and mentor junior team members, including 1:1s, appraisals, and training
• Contribute to recruitment and share best practices across the team
• Promote client use of digital tools and provide guidance as needed

Skills and Experience:

• Proven IFA administration experience, ideally with HNW client exposure
• Leadership or managerial experience, including mentoring or supervising team members
• Strong client service ethic and ability to prioritise under pressure
• Excellent communication, organisational, and problem-solving skills
• Knowledge of financial planning processes and systems
• RO Diploma studies desirable but not essential

Professional Qualifications and Education:

• Excellent standard of education; degree preferred but not essential
• Commitment to further professional development

What's on Offer:

• Competitive salary up to £35,000
• Performance-related bonus and benefits package
• Senior leadership responsibilities within a supportive and collaborative team

This is an excellent opportunity for an experienced financial planning administrator ready to take the next step into a senior, leadership-focused role.