Financial Planning Administrator

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.