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

Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
2d
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Planner
Evelyn Partners —Liverpool
- Full-time
- Hybrid work
- Communication skills
Quick apply
1d
Financial Planning Administrator - 12-month FTC
Attivo Group —Liverpool
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
2d
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
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
12d

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Client Administrator - Chester

Atomos -
Chester

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Communication skills

Full job description

Career
You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their clients. You want to be part of a busy hub that loves delivering a great client experience.

This is a fantastic opportunity for an individual to join our fast-paced and friendly Chester office.

About the role
We’re looking for a highly organised and proactive Client Administrator to support our Financial Planners by managing the administrative foundations of high‑quality financial advice.

This role is essential in enabling planners to focus on building strong client relationships and delivering strategic advice, while you ensure all client administration and processes run smoothly, accurately, and on time.

If you enjoy staying one step ahead, anticipating needs, and taking pride in delivering excellent service, this could be the role for you.

Accountabilities
Ensure all client reviews are supported by suitability reports, delivered on time, and proactively chase/escalate any outstanding cases

Maintain the CRM (Xplan), ensuring all client data is accurate, up to date, and compliant
Keep client files organised, regularly updated, and audit-ready
Support Financial Planners with scheduling annual reviews, preparing meeting packs, and managing client segmentation and service levels
Build strong relationships with Financial Planners and clients, ensuring all post‑meeting actions are completed within agreed SLAs

Skills and Experience

2+ years experience in a Financial Planning administrator role.
Knowledge of financial products: pensions, investments and protection.
Highly organised, with a proactive mindset and the ability to anticipate adviser and client needs
Strong attention to detail and accuracy
Confident written and verbal communication, with the ability to handle client queries professionally
Comfortable working with cloud-based systems and using technology (including AI tools) to improve efficiency

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

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financial planner jobs in backford, chs

Client Administrator - Chester

IFA Administrator - Full Time

Financial Adviser (Warrington)