Financial Planning Administrator – Manchester City Centre (Hybrid: 3 days office / 2 days WFH), £35,000 Join a thriving independent financial advice firm as a Financial Planning Administrator and be part of a supportive team that invests in your growth. What you’ll be doing: Supporting financial advisers with client files, new business paperwork and case progression Communicating with clients and providers—via phone, email and meetings—to keep things moving smoothly Updating and maintaining client records with accuracy and compliance top of mind Preparing meeting packs and following up on action points Processing new business, transfers, switches and withdrawals Contributing to a team culture of high service standards and continuous learning What we're looking for: A proactive Financial Planning Administrator—client-focused, organised and comfortable multitasking Excellent communication skills—written and verbal—and a keen eye for detail A good IT skill-set, confident using MS Office/Outlook; experience in financial services or an IFA practice is a plus Enthusiasm for ongoing professional development and study support Why you’ll love it: Hybrid working: 3 days in their Manchester city-centre office 2 days working from home Full study support and continuing professional development, led by a dedicated L&D Manager Friendly, growth-oriented team environment where your contributions matter Clear pathway for career progression in financial services 25 days holiday plus bank holidays, birthday off, and other benefits including death in service, private medical insurance, rewards schemes and more. Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.