Financial Planning Administrator

4 days ago


Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000
Job Description

Recruit UK | Certified B Corp™ is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team.

Key Responsibilities:
  • Provide high-quality administrative support to a team of Financial Advisers and Paraplanners.
  • Assist in delivering exceptional client experiences by offering expert knowledge and ongoing assistance.
  • Contribute to the success of the firm by maintaining accurate records, managing paperwork, and ensuring compliance with regulatory requirements.
  • Collaborate with the team to achieve business objectives and drive growth.
Benefits:
  • 25 days holiday plus Bank Holidays (Loyalty holidays with continued service)
  • 1 x day Birthday holiday
  • Quarterly Bonus Scheme
  • Pension, Private Medical Insurance, Life Assurance
  • Fully funded company social events – summer and winter
  • Generous Study/Training Program

We are looking for a highly organized and detail-oriented individual with a broad and current knowledge of financial services and financial planning. If you have a passion for delivering exceptional administrative support and are looking for a challenging and rewarding role, please apply.


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