Senior Financial Planning Administrator

ZipRecruiter; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A prominent Wealth Management firm in Manchester is seeking a detail-oriented Senior Financial Planning Administrator to support senior Partners. This role involves managing client databases, processing applications, and delivering exceptional client service in a hybrid work environment. With a competitive salary and opportunities for career advancement, this position is perfect for someone with a strong background in finance and administration.

Benefits

Competitive salary with bonuses

Hybrid working arrangement

Focus on career development

Flexible working hours

Supportive working environment

Qualifications

• Strong administrative experience in Financial Planning or Wealth Management.
• Detail-oriented individual who can manage multiple tasks efficiently.
• Proactive approach with the ability to work independently.

Responsibilities

• Process new business applications and manage client records.
• Provide high-level administrative support to senior Partners.
• Liaise with providers and maintain compliance with regulations.

Skills

Administrative Experience

Communication Skills

Attention to Detail

Organisational Skills

Relationship Management

Tools

Microsoft Office

Financial Systems

Job description

Job Description

Senior Financial Planning Administrator - Central Manchester

Salary: £30,000 - £40,000 + Excellent Benefits & BonusHybrid Working Available (Minimum 2 Days in Office After Training)

A prestigious Wealth Management firm, specialising in Ultra High Net Worth (UHNW) clients, is looking for a highly organised and detail-oriented Administrator to join their Manchester office. This is a fantastic opportunity to work alongside experienced professionals, supporting two senior Partners and ensuring the seamless delivery of exceptional client service.

The Role

Working closely with a Paraplanner and Investment Analyst, you will provide vital administrative support to two senior Partners and their clients. Your focus will be on ensuring smooth and efficient client service, processing new business applications, managing client records, and liaising with external providers to facilitate financial transactions.

This is an ideal opportunity for someone from a Financial Planning or Private Banking background, who thrives in a structured and fast-paced environment, ensuring seamless operations for clients.

Key Responsibilities

• Processing new business applications and ensuring all documentation is accurately completed.
• Handling Letters of Authority and liaising with providers to obtain client information.
• Managing and maintaining the client database, ensuring records are accurate and up to date.
• Providing high-level administrative support to Partners and their UHNW clients.
• Handling client documentation, transactions, and correspondence with precision.
• Liaising with internal teams and external providers to facilitate smooth client service.
• Maintaining compliance with financial regulations and internal processes.
• Assisting with account management, client onboarding, and general administrative tasks.

What We’re Looking For

• Strong administrative experience in Financial Planning, Private Banking, or Wealth Management.
• A highly organised and detail-oriented individual who can manage multiple tasks efficiently.
• Excellent communication and relationship management skills.
• Proficiency in Microsoft Office and financial systems.
• A proactive approach with the ability to work independently and as part of a team.

What’s on Offer

• Competitive salary, ideally £35,000 (£30,000 - £40,000) + bonus + excellent benefits.
• Hybrid working - minimum 2 to 3 days per week in the office after a 6-week training period. The company may require flexibility on your part to help out with holidays, absences, specific meetings etc thereafter.
• A chance to work with an elite client base and grow within a leading wealth management firm.
• A supportive and professional working environment with a focus on career development.
• Flexible working hours are possible to accommodate those who need it.

If you are a highly organised financial administrator looking to take the next step in your career, we’d love to hear from you!

Apply now to join a prestigious wealth management firm in Manchester.