Financial Planning Administrator - Wilmslow (hybrid) - Basic to £30k + generous bonus

Financial Planning Administrator – Wilmslow (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Wilmslow. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: • Processing and managing Letters of Authority • Preparing client valuations and quotations • Processing and tracking new business applications • Chasing providers and following up on outstanding cases • Producing client review packs and supporting annual reviews • Liaising with clients, advisers and product providers • Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: • Previous experience as a Financial Planning Administrator within an IFA or wealth management environment • Strong knowledge of pensions, investments and financial planning administration processes • Experience using platforms • Excellent organisational and communication skills • The ability to manage multiple cases and deadlines effectively Package • Basic salary up to £30,000 • Generous discretionary bonus scheme • Flexible benefits allowance • Pension scheme • Hybrid working arrangement • Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.