Financial Planning Administrator
1 day ago
IFA Administrator – Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid Working (Office/Home)While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.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 RoleYou 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 recordsProcessing new business applications and handling valuationsLiaising with product providers and third partiesPreparing meeting packs and supporting client review processesEnsuring efficient workflow and high-quality service deliveryRegular, positive client contactAbout YouTo be considered, you will need:At least 2 years’ experience in an IFA/Financial Planning Administration roleStrong understanding of financial planning processes and provider platformsExcellent organisational skills, accuracy, and the ability to prioritiseA warm, client-focused approach and strong communication skillsEnjoyment in building long-term internal and external relationshipsWhat’s on OfferThis business is committed to supporting your development and xpwpeyx offering an excellent working environment. The package includes:Basic salary up to £35,000 (depending on experience)Discretionary annual bonusHybrid working – a split between office and home33 days holiday plus public holidaysPMIStudy supportOpportunities for further progression within a national, reputable organisationIf you’re an experienced Financial Planning Administrator looking for a rewarding role with a forward-thinking firm, we’d love to hear from you.
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Junior Ifa Administrator
6 days ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and develop your career in the financial advisory sector. As a Junior 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...
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Financial Advisor
4 days ago
Manchester, United Kingdom Quilter Financial Planning Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
2 days ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
3 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob Description** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in...
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Financial Planning Administrator
3 weeks ago
Manchester, United Kingdom mbf. Full timeFinancial Planning Administrator – Financial ServicesLocation: Manchester (Hybrid Working Available)Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefitsJob Type: Full-time, PermanentA highly respected and growing, National wealth and investment management firm in Manchester is seeking a skilled Financial Planning...
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Financial Planning Administrator
4 days ago
Manchester, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Administrator job in Manchester provides the opportunity to work closely alongside the Office Manager in supporting a team of highly successful Financial Advisors. As a Financial Planning Administrator, you will be focused on undertaking effective administration support to ensure the Financial Advisors are able to provide great...
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Financial Planning Administrator
1 week ago
Manchester, United Kingdom mbf Full timeIFA Administrator – Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid 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...
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Financial Planning Administrator
7 days ago
Manchester, United Kingdom mbf Full timeIFA Administrator – Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid 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...
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Financial Planning Administrator
6 days ago
Manchester, United Kingdom mbf Full timeIFA Administrator – Central ManchesterSalary: Up to £35,000 + Bonus + Excellent BenefitsHybrid 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...
