Financial Planning Administrator

2 weeks ago


Sale, United Kingdom mbf. Full time

**Financial Planning Administrator - Sale, Greater Manchester - Salary to £28 ,000 plus Bonus and Benefiits (potentially negotiable)**

MBF are currently working with a well-established, National firm of Financial Planners who are currently in the market to recruit a Financial planning Administrator to join their growing team in Sale, Geater Manchester.

**The role**:

- The role will be working in a busy team, supporting the company's Financial Advisor's. You will also act as a first point of contact for clients.
- The team is friendly and have a great working environment. They work closely together with the Paraplanners, having regular meetings and social activities which helps with their strong team ethic.
- Activities include; Processing new business, LOA's, preparing meeting packs, liaising with providers and clients, maintaining records on client database

**Requirements**:

- To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.
- You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
- Experience of delivering accurate, relevant and timely information
- Those with experience of Investment wrap platforms, Intelligent Office and/or XPlan would have an advantage

**On Offer**:

- The client can offer a competitive basic salary up to £28,000
- Discretionary annual Bonus
- Flexible working (hybrid; 3 days in office)
- Benefits include; Pension contribution, DIS, etc
- They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.


  • Personal Assistant

    4 hours ago


    Sale, United Kingdom Equilibrium Financial Planning Full time

    Equilibrium are a Chartered Financial Planning company based in Handforth, Cheshire. Since 1995, we have been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. We currently manage over £1billion of assets. Recently named Best Companies Number 1 Financial Services Company to work for in the UK. Our...

  • Financial Planner

    1 week ago


    Sale, United Kingdom Atomos Investments Limited Full time

    Career You’re a proactive Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want the chance to put your stamp on the client experience—and help shape a growing presence in Manchester. We’re looking for a Financial Planner who’s confident and ready to make an impact from day one. If you’ve...


  • Sale, United Kingdom Four Financial Full time

    **Billing Administrator**: **Employment Type**: Permanent - **Location**: Sale - **Salary**: £20000 - £25000 per annum**Billing Administrator** **Location: Sale** **Salary: £20,000- £25,000** We are currently recruiting for a Billing Administrator to join a fantastic, established company based in Sale, due to continued expansion. The role will have...


  • Sale, United Kingdom Cheetham Jackson Ltd Full time

    **Administrator (Financial Adviser Support) Role - Part time 21 hours** **Up to £21,000 pro rata** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care...

  • Financial Planner

    1 week ago


    Sale, Trafford, United Kingdom Atomos Full time £40,000 - £80,000 per year

    CareerYou're a proactive Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want the chance to put your stamp on the client experience—and help shape a growing presence in Manchester.We're looking for a Financial Planner who's confident and ready to make an impact from day one. If you've got strong...

  • Administrator

    5 hours ago


    Sale, United Kingdom Gascoigne Halman Full time

    We’re hiring a Administrator at our thriving Sale office! The role will be varied covering purchaser and vendor data, property administration, marketing details, anti-money laundering processing, management of health and safety, handling sensitive financial information, general administration, and supporting our Sale team on a day-to-day basis. **Key...


  • Sale, United Kingdom SJB OFFICIAL LIMITED Full time

    **Job Overview** **Responsibilities** - Provide administrative support to the business owner and other team members to ensure efficient operation of the office /shop floor. - Organisation of stock control to coincide with the weekly drops, shop floor and website allocations. - Managing, monitoring and consistently updating the website to enable the...


  • Sale, United Kingdom Sanderson Full time

    **Financial Risk Analyst** **Home based with travel to Manchester office** **£31,500 + benefits** I am supporting a Financial Services organisation in South Manchester (although this role can be home based with travel to the office) in their search for a permanent Risk Financial Analyst. As a Risk Financial Analyst you for recording and analysing risk...

  • Administrator

    1 week ago


    Sale, United Kingdom Page Personnel Finance Full time

    A fantastic new opportunity working as a full-time Administrator based in Sale. The permanent role has an excellent salary on offer of £24,000 p.a with hybrid working. **Client Details** My client is a not-for-profit organisation based in Sale. They are part of the engineering industry where their objective is to advance the science and art of engineering...

  • Administrator

    6 days ago


    Sale, United Kingdom Intrinsic Resourcing Full time

    Our client, a leading property consultancy, is currently recruiting for an experienced Administrator. This is a newly created role which will be responsible for providing high quality administrative and secretarial support service within the office. Ideal applicants will have a minimum of 3 years experience in an administrative role and will have worked in a...