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Financial Planning Administrator
Job Summary
Advertiser
Salary / Rate
Posted
Halecroft Recruitment
£25,000 - £35,000
17th March 2026
Location
Start Date
Dunham Town
Type
Job Sector
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Admin & Secretarial
Financial Planning Administrator – Altrincham Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs. The Role: In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including: Handling adhoc queries from Advisers, Clients, and Providers Maintaining client files and recording tasks via back-office systems Managing postal activity (incoming and outgoing) Processing new business applications (online and post) Loading and maintaining data on CRM systems Processing Letters of Authority and valuations Liaising with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections Booking client review appointments and managing IFA diaries Printing and binding…
