Senior Financial Planning Admin | Fast-Growth Wealth Team

Cooper Parry; Manchester; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A progressive financial services firm in Manchester seeks a Senior Financial Planning Administrator to support a high-performing team in wealth management. You will be responsible for managing client data, assisting Paraplanners, and ensuring exceptional client service. The ideal candidate has over 3 years of financial administration experience, strong organizational skills, and a passion for financial planning. This role offers a flexible work approach and numerous employee benefits, making it a compelling opportunity for those ready to advance their career.

Benefits

Flexible work approach

Generous holiday entitlement

Enhanced parental leave policy

Enhanced pension scheme

Multi-award-winning wellbeing offerings

Community volunteering opportunities

Qualifications

• 3+ years of experience in financial administration.
• Experience with HNWI client back.
• Ability to work under pressure and manage varied workload.

Responsibilities

• Administer clients' assets and implement advice.
• Maintain accurate client data.
• Lead onboarding and service clients.

Skills

Passion for financial planning

Organizational skills

Analytical skills

Interpersonal skills

Education

Diploma in Regulated Financial Planning

Job description

A progressive financial services firm in Manchester seeks a Senior Financial Planning Administrator to support a high-performing team in wealth management. You will be responsible for managing client data, assisting Paraplanners, and ensuring exceptional client service. The ideal candidate has over 3 years of financial administration experience, strong organizational skills, and a passion for financial planning. This role offers a flexible work approach and numerous employee benefits, making it a compelling opportunity for those ready to advance their career.