Financial Planning Administrator

1 week ago

Manchester, United Kingdom mbf Full time

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Senior Recruitment Professional - Financial Services IFA Administrator – Central Manchester Salary: Up to £35,000 + Bonus + Excellent Benefits Hybrid Working (Office/Home) A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent opportunity to become a key part of a professional, supportive team within a growing organisation. The Role You will provide first-class administrative support to a team of highly qualified Paraplanners and Financial Planners, ensuring the smooth processing of client business from initial instruction through to completion. This is a varied, client-focused role where relationship-building and attention to detail are essential. Key responsibilities include: Preparing and maintaining accurate client records Processing new business applications and handling valuations Liaising with product providers and third parties Preparing meeting packs and supporting client review processes Ensuring efficient workflow and high-quality service delivery Regular, positive client contact About You To be considered, you will need: At least 2 years’ experience in an IFA/Financial Planning Administration role Strong understanding of financial planning processes and provider platforms Excellent organisational skills, accuracy, and the ability to prioritise A warm, client-focused approach and strong communication skills Enjoyment in building long-term internal and external relationships What’s on Offer This business is committed to supporting your development and offering an excellent working environment. The package includes: Basic salary up to £35,000 (depending on experience) Discretionary annual bonus Hybrid working – a split between office and home PMI Study support Opportunities for further progression within a national, reputable organisation If you’re an experienced Financial Planning Administrator looking for a rewarding role with a forward-thinking firm, we’d love to hear from you. #J-18808-Ljbffr

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