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Financial Planning Coordinator

2 months ago

manchester, United Kingdom Recruit UK | Certified B Corp™ Full time
IFA Administrator Opportunity

We are working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team.

About the Role:

The successful candidate will provide first-class administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences.

Key Responsibilities:

  • Support the delivery of high-quality financial planning services to clients
  • Manage administrative tasks, ensuring seamless day-to-day operations
  • Develop and maintain knowledge of financial services and planning principles
  • Collaborate with the team to achieve business objectives

What We Offer:

  • Competitive salary up to £28,000 D.O.E (35 hours per week)
  • 25 days holiday plus Bank Holidays (Loyalty holidays with continued service)
  • Quarterly Bonus Scheme
  • Pension, Private Medical Insurance, Life Assurance
  • Fully funded company social events – summer and winter
  • Generous Study/Training Program

About Recruit UK:

We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to our clients and candidates. Our commitment to you includes honest feedback, a holistic approach to career happiness, and a local touch through our regional teams.