Financial planner Work, Jobs in Bickley, Chs (with Salaries)

Financial Planning Administrator
Matrix Capital Limited —Shrewsbury
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
1d
Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
10d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme

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Business Support Administrator
Xeinadin —Chester
Meet and greet visitors and handle incoming calls professionally when required. This role will provide essential administrative and operational support to the…
9d
Client Administrator - Chester
Atomos —Chester
You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes.
10d

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Financial Planning Administrator

Matrix Capital Limited
Shrewsbury

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year
1 day ago

Benefits

Free parking
Company pension
Transport links
On-site parking

Qualifications

Microsoft Word
Financial planning
Pension
Driving Licence
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Morningstar
Organisational skills
Communication skills

Full job description

The Role

As a Financial Planning Administrator, you will provide essential support to our financial planners and paraplanners. This role involves managing client service administration and ensuring smooth operations across the business.

About us

We are a small agile team of professionals but with a big reach. We have been privileged to receive many awards, including the STEP Financial Advisor Team of the Year. We were also exclusively appointed by NS&I to provide professional advice to the monthly £1m Premium Bonds Jackpot winners.

Our small team of highly qualified professionals are passionate about providing a high quality, responsive and personalised service which is entirely driven by the needs of our clients. We pride ourselves on being a safe pair of hands.

Our core values

Our values are at the core of what we do and how we work as a team. They include professionalism, courtesy, integrity and high standards.

Key Responsibilities:

Schedule and coordinate client meetings.
Process new business submissions, ensuring compliance and accurate documentation.
Maintain and update CRM and confidential financial planning records.
Act as the first point of contact for client queries and liaise with third-party providers.
Prepare client review reports and recommendation documents.
Manage letters of authority, policy information requests, fund switches, and transfers.
Support marketing, projects, client communications, and general office administration.

Note: We are currently based near Bridgnorth, but moving to new office premises on Shrewsbury Business Park (target date March 2026).

Requirements

About You

You are organised, proactive, and professional, with a passion for delivering high-quality work in a fast-paced environment. Honest and loyal with good interpersonal skills. A strong team player who is focussed on building relationships and getting results.

Essential Skills & Experience:

Ideally, a minimum of 3 years’ experience in financial planning or financial administration.
Strong understanding of financial planning, pensions, investments and protection products.
Excellent administrative and organisational skills with high attention to detail.
Proficient in Microsoft Office (Word, Excel, Outlook).
Strong written and verbal communication skills.
A sound understanding of compliance
Experience of using platforms and financial planning software.

Desirable:

Experience with tools such as O&M, Morningstar, SelectAPension, and financial platforms (e.g., Quilter, Transact, 7IM).
Familiarity with cashflow modelling tools (Cashcalc, Voyant).
Prior experience producing pension/investment illustrations and suitability letters.
A level 3 qualification or a willingness to study for professional qualifications.
Full driving licence.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Transport links

Work Location: In person

Quick apply

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Financial Planning Administrator

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