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Senior Financial Planning Administrator

Job Posted: 13 days ago

Salary: £ 28,000 - 35,000 / Annum
Job Type: Permanent
Location: Manchester

Expire in: 14 days

Job Description

You're a grown up. So why doesn't your company treat you like one?

At this firm you'll have the trust of the business to work in a way that best suits you.

How? 

They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day.

And they offer hybrid working (two days a week from home).

That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. 

Add to that they have grown up conversations from the outset about your career aspirations.

Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. 

Want to be the best administrator you can be? No problem with that either.

In short, just like they treat their clients as individuals, they treat their employees in the same way. 

PACKAGE
  
Starting salary of up to £35,000 
Annual pay reviews 
PMI 
Pension 
Income Protection 
Wellbeing provision  
THE JOB

You'll be part of a team that provides admin support to a team of eight financial planners and their clients.

The job is as you'd expect covering tasks such as:
  
Processing new business 
Dealing with client enquiries 
Preparing for meetings 
Chasing letters of authority 
Working with planners and paraplanners  
THE COMAPNY

This is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.

It's a settled team with long-standing employees many of whom have developed through the ranks.

And it's not private equity backed providing stability.

HERE'S WHAT YOU'LL NEED

Experience of using Iress XPLAN and provider platforms 
Previous experience of working within a financial planning firm 
Experience of working within a strong compliance culture  
  
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Ready for a grown up conversation about a grown up role? Click apply.

Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.

Everyone will receive a response

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Senior Financial Planning Administrator job near me in Manchester! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!