Financial Planning Administrator

NJR Recruitment; Lancashire; On-site; GBP 26,000 - 32,000; Full time

Job summary

A leading financial planning firm in Manchester is seeking a detail-oriented Financial Planning Administrator to join their team. The role involves processing business applications, managing client tasks, and supporting ongoing client relationships. The ideal candidate will have experience in financial planning and strong IT skills. This is a full-time, office-based position offering competitive salary and comprehensive benefits, including exam support and holidays.

Benefits

24 days holiday plus 3 days off over Christmas

8% employer pension contribution

Death in service cover

Critical illness cover after 12 months

Income protection (TBC from Q3 2025)

Exam support and bonuses for qualifications

Qualifications

• Experience in a financial planning or IFA admin/support role.
• Good working knowledge of pension and investment products.
• Strong IT skills, proficient in Word and Excel.
• Excellent organizational abilities.

Responsibilities

• Process new business applications across pensions, investments, and protection.
• Manage client servicing tasks including withdrawals and fund switches.
• Liaise with clients and product providers for documentation.
• Prepare pre-sale documentation like illustrations and summaries.
• Support preparation of annual reviews and client meeting packs.

Skills

Financial planning knowledge

Client servicing skills

Strong IT skills

Excellent communication

Education

Diploma in Financial Planning

Tools

AJ Bell

Aviva

Transact

Job description

Financial Planning Administrator

Location: Manchester (Office-Based)

Salary: GBP26,000 - GBP32,000 (DOE)

Full-Time Permanent Career Development & Exam Support

NJR Recruitment is delighted to be working with a highly respected and growing financial planning business based in Manchester, now seeking an experienced and detail-focused Financial Planning Administrator to join their expanding team.

This is a fantastic opportunity to become part of a professional, collaborative, and forward-thinking firm where your contributions truly make a difference to clients' financial journeys.

What's on Offer:

• Salary: GBP26,000 - GBP32,000 depending on experience
• 24 days holiday 3 days off over Christmas
• 8% employer pension contribution (after 3 months)
• 3x salary death in service (after 3 months)
• 1x salary critical illness cover (after 12 months)
• Income protection (TBC from Q3 2025)
• Exam support and bonuses for passed qualifications
• Join a collaborative, supportive, and growing team

Key Responsibilities:

• Accurately process new business applications across pensions, investments, and protection
• Manage client servicing tasks including withdrawals, fund switches, surrenders, and income changes
• Liaise with clients and product providers to gather valuations, documents, and updates
• Prepare pre-sale documentation such as illustrations, quotations, and summaries
• Support the preparation of annual reviews and client meeting packs
• Keep back-office records up to date (experience with platforms such as AJ Bell, Aviva, Transact preferred)
• Provide friendly and professional support as a point of contact for clients

What We're Looking For:

• Previous experience in a financial planning / IFA admin or support role
• Good working knowledge of pension and investment products
• Experience with industry platforms (AJ Bell, Aviva, Aberdeen Wrap, Transact)
• Strong IT skills (Word and Excel essential)
• Excellent communication and organisational abilities
• Ideally working towards the Diploma in Financial Planning (not essential)
• A team player with a client-focused mindset and a high level of accuracy

Apply Now

If you're looking to step into a role where your skills will be appreciated and your career will be supported, apply today via NJR Recruitment.

NJR15955