Financial planner Work, Jobs in Ewloe (with Salaries)

Client Administrator - Chester
Atomos —Chester
- Hybrid work
- CRM software
- Financial services
- AI
Paraplanner
RGH‑Global Limited —Liverpool
- £38,000 - £50,000 a year
- Organisational skills
- Communication skills
- Analytics
Financial Planner
Partnership Recruitment —St Helens
- Hybrid work
- Business development
- School

Discover related jobs

Based on your search for financial planner jobs.

High Net Worth Underwriter - Part Time
Together —Cheadle
Communicates clearly and confidently, adapting style for brokers, valuers, solicitors, senior colleagues and HNW customers.
Quick apply
Wealth Associate – Financial Planning
Swalemond Search —Manchester
Handle incoming client enquiries professionally via telephone and email. Strong academic credentials (graduates and high-achieving school leavers are encouraged…
£27,000 - £34,000 a year
Quick apply

I want to receive the latest job alerts for financial planner in ewloe

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near ewloe

Administrator jobs in Chester

Paraplanner jobs in Liverpool

Financial Accountant jobs in Leeds

Financial Planner jobs in Manchester

Financial Planner jobs in Nottingham

Financial Planner jobs in Chester

Administrator jobs in West Midlands Region

Administrator jobs in Oldham

Administrator jobs in Cheltenham

Care Home Administrator jobs in London

Administrator jobs in Abingdon

Financial Administrator jobs in Bristol

School Administrator jobs in Manchester

Paraplanner jobs in South West Region

Paraplanner jobs in Fareham

Paraplanner jobs in Ipswich

Paraplanner jobs in West Sussex

Paraplanner jobs in Norwich

Paraplanner jobs in Gloucester

Client Administrator - Chester

Atomos -
Chester

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Investment
Financial planning
Pension
Meeting coordination
Client engagement
Filing
Relationship management
Financial services
AI
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

Refine Your Search

financial planner jobs in ewloe

Client Administrator - Chester

Paraplanner