Financial Planning Administrator

Recruit UK; Macclesfield; Hybrid; GBP 25,000; Part time

Job summary

A recruitment specialist in financial services is seeking a Part-Time Financial Planning Administrator in Macclesfield. The role offers flexible hours and includes client servicing, back office support, and financial reconciliation tasks. The ideal candidate will have experience in a financial planning environment and strong knowledge of Intelligent Office (I.O). Opportunities for varied work and personal development are provided.

Benefits

Flexible working hours

Opportunity for personal development

Valued role with autonomy

Qualifications

• Experience in a financial planning role required.
• Proficiency in Intelligent Office (I.O) necessary.
• Strong attention to detail and organisational abilities required.

Responsibilities

• Manage client onboarding and portfolio updates.
• Prepare client review reports and letters.
• Process incoming and outgoing documentation.
• Handle bank reconciliation and annual financial reports.

Skills

Prior experience in a financial planning or IFA environment

Strong knowledge of Intelligent Office (I.O)

Excellent attention to detail

Organisational skills

Confidence with provider platforms

Tools

Intelligent Office (I.O)

Job description

Overview

Part-Time Financial Planning Administrator – Location: Macclesfield. Part-Time (Flexible hours - e.g., 3-4 days per week) GBP25,000 FTE. Hybrid working. Salary: Competitive, based on experience. Reference Number: 9883.

Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment?

A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions.

Key Responsibilities

This varied and rewarding role includes:

• Client Servicing & Reviews: Manage client onboarding, portfolio updates, and client review scheduling
• Prepare and issue client review reports and letters
• Maintain accurate client records within Intelligent Office (I.O)
• Assist with closing reviews and scheduling follow-up tasks

Back Office & Admin Support:

• Process incoming and outgoing post and documentation
• Maintain a contact book for providers and support information retrieval
• Update plans in I.O. and ensure accuracy of client and provider data
• Support advisers with fact-finding, risk profiling, and basic research
• Optional involvement in simple report writing (support provided if preferred)

Finance & Reconciliation:

• Daily processing of provider income and reconciliation
• Match and categorise transactions, manage invoices, and file documentation
• Support bank reconciliation and preparation of annual financial reports for the accountants

Operational Support:

• Conduct monthly Smart Search checks and maintain compliance records
• Manage the LOA tracker and monitor fees
• Handle office supplies, franking, and general admin duties

What You\'ll Bring

• Prior experience in a financial planning or IFA environment
• Strong knowledge of Intelligent Office (I.O)
• Excellent attention to detail and organisational skills
• Confident with provider platforms, data entry, and client documentation
• Ability to manage your own workload and stay ahead of deadlines

What\'s on Offer

• Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week)
• Flexible Hybrid working
• Opportunity to get involved in varied and meaningful work
• A valued role with autonomy and scope for development

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role.

Our Commitment to You

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we\'ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.