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 ProvidersMaintaining client files and recording tasks via back-office systemsManaging postal activity (incoming and outgoing)Processing new business applications (online and post)Loading and maintaining data on CRM systemsProcessing Letters of Authority and valuationsLiaising with 3rd Party Providers and ParaplannersPreparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projectionsBooking client review appointments and managing IFA diariesPrinting and binding client suitability reportsAdministering client investment funds and constructing portfoliosUpdating IFAs and clients on the progress of new business casesMaintaining all client policy data and associated income expectanciesProcessing client withdrawals as required Skills and Attributes: Excellent oral and written communication skillsStrong administrative and organisational skills with high accuracyProficient in keyboarding and data entryAttention to detail and commitment to qualityFlexible, adaptable,