Financial Planning Administrator

2 weeks ago

Manchester, United Kingdom mbf. Full time

Financial Planning Administrator – Financial ServicesLocation: Manchester (Hybrid Working Available)Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefitsJob Type: Full-time, PermanentA highly respected and growing, National wealth and investment management firm in Manchester is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.About the Role:As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.Key Responsibilities:Provide administrative support to Financial PlannersMaintain accurate client records and update internal systemsLiaise with clients and third-party providers to gather and process informationPrepare valuations, meeting packs, and documentationAssist with new business onboarding, including AML an...

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