Senior Financial Planning Administrator

NJR Recruitment; Manchester; Hybrid; GBP 36,000; Full time

Job summary

A leading wealth management firm in Manchester is seeking a Senior Financial Planning Administrator to manage high-value client relationships and support a first-class client experience. The role involves handling complex transactional work and ensuring continuous administrative support. Ideal for an experienced professional looking to join a dynamic team in a hybrid work setting with a salary of up to £36,000.

Qualifications

• Experience in financial planning administration.
• Ability to manage complex cases effectively.
• Strong organizational and communication skills.

Responsibilities

• Manage high-value client relationships seamlessly.
• Prepare and review comprehensive client documentation.
• Handle complex transactional work including CGT checks.

Skills

Client relationship management

Technical reporting

Complex transaction handling

Job description

Senior Financial Planning Administrator

Manchester (Hybrid)

Salary : Up to £36,000 (depending on experience)

Full-Time | Permanent | Wealth Management Firm

NJR Recruitment are delighted to be representing a highly regarded and forward-thinking Financial Planning firm, now seeking an experienced Senior Financial Planning Administrator to join their dynamic Manchester-based team. This is a fantastic opportunity for an experienced professional to support high-value clients, working alongside expert Financial Planners and Paraplanners in the delivery of a first-class client experience.

The Role

As a Senior Financial Planning Administrator, you will play a key role in managing complex cases, handling sophisticated transactions, and acting as a trusted contact for clients. You will ensure that every stage of the advice journey runs seamlessly, providing exceptional administrative and technical support to advisers and clients alike.

Key Responsibilities

• Manage high-value client relationships, ensuring an exceptional level of service.
• Prepare and review comprehensive client documentation and reports.
• Handle complex transactional work including CGT checks, annual reviews, and suitability assessments.

Maintain...