Financial Planning Administrator

4 weeks ago


Manchester, United Kingdom Evelyn Partners Full time

Role Overview

We are seeking a skilled Financial Planning Administrator to join our Client Administrative team in Manchester. As a key member of our team, you will provide ongoing administrative support to 2-3 Financial Planners, building strong relationships with clients and delivering an excellent client experience.

Key Responsibilities

  • Work closely with Financial Planners to deliver excellent client outcomes.
  • Build relationships with clients and maintain regular contact.
  • Liaise with operational teams to provide support on activities such as scripts, transfers, corporate actions, and static data changes.
  • Prepare meeting packs and valuations as required.
  • Maintain back-office systems and client records in line with company policies.

Requirements

  • Previous experience working within financial planning administration.
  • Experience of client engagement.
  • Ambition to build a career within financial services, with a willingness to learn and develop.
  • Strong ethic of client service.
  • Studying towards an accredited Level 4 qualification preferred but not essential.
  • Strong verbal and written communication skills, with the ability to build relationships.
  • Ability to fully plan workload and display excellent organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems.

What We Offer

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.


  • Ifa Administrator

    6 months ago


    Manchester, United Kingdom Hilltop Financial Planning Full time

    Join our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...


  • Manchester, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our Client Administrative team in Manchester. As a key member of our team, you will provide administrative support to 2-3 Financial Planners, building strong relationships with clients and delivering an excellent client experience.Key...


  • Manchester, United Kingdom mbf Full time

    Financial Planning AdministratorLocation: Manchester City CentreSalary: Up to £32,000 + Company Benefits + Annual BonusAre you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their stunning Manchester city centre...


  • Manchester, United Kingdom mbf Full time

    Financial Planning AdministratorLocation: Manchester City CentreSalary: Up to £32,000 + Company Benefits + Annual BonusAre you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their stunning Manchester city...


  • Manchester, United Kingdom mbf Full time

    Job Description Financial Planning Administrator Location: Manchester City Centre Salary: Up to £32,000 + Company Benefits + Annual Bonus Are you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their stunning...


  • Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We are seeking a highly organized and customer-focused individual to join our Client Administrative team in Manchester. As a Client Administrator at Evelyn Partners, you will provide administrative support to our Financial Planners, building strong relationships with clients and delivering an excellent client experience.Key Responsibilities:Work closely with...


  • Manchester, UK, Greater Manchester, United Kingdom mbf Part time

    Financial Planning AdministratorLocation: Manchester City CentreSalary: Up to £32,000 + Company Benefits + Annual BonusAre you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their stunning Manchester city...


  • Manchester, United Kingdom Evelyn Partners Full time

    Job DescriptionEvelyn Partners is seeking a highly organized and detail-oriented Financial Planning Administrator to provide exceptional administrative support to our Financial Planners and Investment Managers.As a key member of our team, you will be responsible for:Working closely with Financial Planners and Investment Managers to deliver outstanding client...

  • Business Administrator

    6 months ago


    Manchester, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Manchester** **SALARY** **£22000 - £26000** **JOB TYPE** **Permanent** **REF** **AW2308-03_1690905454** **Business Administrator** **Manchester City Centre** **£23,000 - £26,000 basic** This is a fantastic role as a Business Administrator to work for one of Manchester’s finest clients. You will work in a small team of...


  • Manchester, United Kingdom Bibby Financial Services Ltd Full time

    Bibby Financial Services Ltd have an exciting opportunity available for a Financial Services Administrator to join their team in Manchester on a hybrid contract. You will join them on a full-time, permanent basis and in return, you will receive a competitive salary of £23,660.We've supported small and medium-sized enterprises (SMEs) since 1982 and today we...


  • Manchester, United Kingdom Capio Recruitment Full time

    **Job Tittle: Financial Planning Administrator** **Location: Manchester (Hybrid Remote)** **Salary: £26,000 - £32,000 + Bonus & Benefits** **Working for our client?** Our client is a modern and innovative national wealth management firm with a long-standing history of helping valued clients make the most of their wealth. They work with individuals,...


  • Manchester, United Kingdom fish4.co - Jobboard Full time

    As a Senior Financial Planning Administrator, you will be working closely with a team of Senior Paraplanners and Financial Planners to provide administrative support. Your responsibilities will include processing new business, providing client illustrations and valuations, and dealing with client/provider queries over the phone and via email.The successful...


  • Manchester, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Based in Manchester City Centre.** **Salary: £30,000 - £35,000** This Financial Services Administrator job opportunity in Manchester City Centre is offering a salary of £30,000 - £35,000. You will be joining a financial services firm who have a highly skilled Financial Services Paraplanning team. The great...


  • Manchester, United Kingdom CV Elite Full time

    **The Role**: I am recruiting a Financial Planning Assistant / Financial Services Administrator on behalf of Smart Financial Ltd., a highly regarded, well-established and ambitious Lifestyle Financial Planning firm based in Manchester (Ancoats M4). Working in a small, friendly and collaborative team, the successful Financial Planning Assistant will support...


  • Manchester, United Kingdom Medlock Partners Ltd Full time

    Financial Planning AssistantAt Medlock Partners Ltd, we are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team. As an IFA Administrator, you will play a vital role in providing administrative support to our Senior Paraplanners and Financial Planners.Key Responsibilities:Process new business and provide client...


  • Manchester, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Based in Manchester City Centre.** **Salary: £30,000 - £35,000** This Financial Services Administrator job opportunity in Manchester City Centre is offering a salary of £30,000 - £35,000. You will be joining a financial services firm who have a highly skilled Financial Services Paraplanning team. The great...


  • Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Company Overview:Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.We...


  • Manchester, United Kingdom Network Rail Full time

    Brief Description Network Rail Training deliver a wide range of learning solutions from technical and vocational skills, through to professional development, safety, leadership, new entrant programmes and higher education designed and developed to enable continuous improvement of safety and business performance across the business. Everything we do is to...


  • Manchester, United Kingdom IDEX Consulting Full time

    About the Role:We are seeking an experienced Financial Planning Administrator to join our team at IDEX Consulting Ltd. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients.Key Responsibilities:To build new client relationships and maintain and develop existing client relationships...

  • Administrator

    5 months ago


    Manchester, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Manchester** **SALARY** **£25000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2402-9999_1709050443** **Administrator** **£25,000 + Benefits + Hybrid Flexible Working** **Manchester City Centre** **Benefits**: - Flexible full time working hours - Hybrid working - 3 days in the office, 2 days working from home - 25 days...