Financial Services Administrator – Wealth Management
Manchester City Centre
Salary £30,000 - £36,000
Looking to level up your career in financial services? Join a fast-paced Wealth Management firm right in the heart of Manchester City Centre — just a stone’s throw from major train stations.
It's your chance to become part of a respected firm with a high-performing Financial Planning support team and a forward-thinking approach to client service.
What You’ll Be Doing:
* Support the creation of client research and suitability reports
* Analyse clients’ financial needs and assist in tailoring solutions
* Use cutting-edge tools like Adviser Asset & FE Analytics for fund research
* Provide vital admin support to the Paraplanners and Advisors
* Prepare for client meetings with detailed packs & reports
* Generate accurate valuation reports for portfolios
* Liaise with product providers on policy updates and changes
About You:
* Experience in a Wealth Management or IFA firm
* Strong grasp of Pensions and Investment administration
* Ideally working towards or have passed RO qualifications
* Organised, proactive, and love being part of a professional team
Why Join this Financial Planning firm?
* Competitive salary: £30,000 - £36,000
* Central location with easy commuting options
* Ongoing training, development & support to help you progress
* Collaborative, expert team that values what you bring
If you have the relevant experience and interested in the role please click to apply.
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