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Financial planning administrator

Manchester
mbf
Financial planning administrator
Posted: 8 December
Offer description

IFA Administrator – Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid Working (Office/Home)A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent opportunity to become a key part of a professional, supportive team within a growing organisation.The RoleYou will provide first-class administrative support to a team of highly qualified Paraplanners and Financial Planners, ensuring the smooth processing of client business from initial instruction through to completion. This is a varied, client-focused role where relationship-building and attention to detail are essential.Key responsibilities include:Preparing and maintaining accurate client recordsProcessing new business applications and handling valuationsLiaising with product providers and third partiesPreparing meeting packs and supporting client review processesEnsuring efficient workflow and high-quality service deliveryRegular, positive client contactAbout YouTo be considered, you will need:At least 2 years’ experience in an IFA/Financial Planning Administration roleStrong understanding of financial planning processes and provider platformsExcellent organisational skills, accuracy, and the ability to prioritiseA warm, client-focused approach and strong communication skillsEnjoyment in building long-term internal and external relationshipsWhat’s on OfferThis business is committed to supporting your development and offering an excellent working environment. The package includes:Basic salary up to £35,000 (depending on experience)Discretionary annual bonusHybrid working – a split between office and home33 days holiday plus public holidaysPMIStudy supportOpportunities for further progression within a national, reputable organisationIf you’re an experienced Financial Planning Administrator looking for a rewarding role with a forward-thinking firm, we’d love to hear from you.

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