Financial Planning Admin Specialist

Square Peg Associates; Bury; On-site; GBP 27,000 - 32,000; Full time

Job summary

A financial planning firm in Bury, England is seeking an IFA Administrator to support Financial Planners with various administrative tasks. The role requires 1-3 years of experience in financial services and knowledge of investments or pensions. Responsibilities include client management, document preparation, and using management systems to process business efficiently. The position offers a competitive salary and benefits such as study support and generous holiday allowance.

Benefits

25 days holiday + bank holidays

Pension

Study support

Qualifications

• 1-3 years’ experience in an Administrative role within a Financial Advisers or Planning firm.
• Good knowledge of investments, pensions, or life assurance.

Responsibilities

• Providing full administrative support to Financial Planners.
• Preparing engagement letters and client agreements.
• Maintaining the portfolio content for clients.
• Utilising the client management system for business processing.

Skills

Administrative support

Client management systems

Communication skills

Job description

A financial planning firm in Bury, England is seeking an IFA Administrator to support Financial Planners with various administrative tasks. The role requires 1-3 years of experience in financial services and knowledge of investments or pensions. Responsibilities include client management, document preparation, and using management systems to process business efficiently. The position offers a competitive salary and benefits such as study support and generous holiday allowance.