Financial Planning Administrator

1 month ago


Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Description: Financial Planning Administrator

Recruit UK is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team. The ideal candidate will have a broad and current knowledge of financial services and financial planning, with experience within an IFA practice being ideal but not essential.


The Role: Financial Planning Administrator

To provide first-class administration support to a team of Financial Advisers and Paraplanners, enabling them to provide their clients with a positive professional experience. The successful candidate will have a strong understanding of financial planning and be able to provide technical and qualified knowledge and ongoing assistance.


What's in it for you: Financial Planning Administrator

  • Basic Salary: Up to £28,000 D.O.E (35 hours per week)
  • 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


Skills and experience required: Financial Planning Administrator

The successful candidate will have a strong understanding of financial planning and be able to provide technical and qualified knowledge and ongoing assistance. Experience within an IFA practice is ideal but not essential.


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the table. We have a reach of over 100,000 financial services connections and are committed to finding the perfect match for our clients and candidates.


Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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