Vernon Thomas Recruitment
Administrator
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Financial Planning Administrator
APPLICANTS MUST HAVE WORKED IN THE FINANCIAL SERVICES OR FINANCIAL PLANNING SECTOR
A growing and highly respected independent financial planning firm is looking to appoint a Financial Planning Administrator to join its expanding team in Manchester City Centre.
This is an excellent opportunity for an administrator looking to develop their career within a supportive and ambitious financial planning business. You'll work closely with experienced Financial Planners and Paraplanners, playing a key role in delivering an exceptional client experience while gaining exposure to all aspects of the financial planning process.
The Role
As a Financial Planning Administrator, you'll provide comprehensive administrative support to the advisory team, ensuring clients receive an efficient and professional service.
Your responsibilities will include:
- Preparing and processing new business applications
- Liaising with providers, clients and third parties
- Managing client records and maintaining CRM systems
- Producing client documentation and meeting packs
- Supporting advisers and paraplanners with day-to-day administration
- Ensuring all work is completed accurately and in line with regulatory requirements
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About You
The successful candidate will have:
- Previous experience within a Financial Planning, Wealth Management or Financial Services administration role
- Excellent organisational skills with strong attention to detail
- The ability to manage multiple tasks and prioritise effectively
- Strong communication skills and a professional approach
- A proactive attitude with a genuine desire to develop within the industry
Candidates studying towards the CII Diploma are encouraged to apply, with financial support available for further qualifications.
Salary & Benefits
- Salary: £27,000 - £30,000
- Starting salary based on experience
- £500 salary increase for every CII R0 exam passed (up to £30,000)
- 25 days annual leave plus bank holidays
- Your birthday off every year
- Paid Christmas shutdown
- 9-day working fortnight
- Four weeks' fully paid sabbatical after every five years of service
- Private Medical Insurance
- Death in Service cover (10x salary)
- 5% employer pension contribution via salary sacrifice, plus employer National Insurance savings added to your pension
- Study support and paid study leave
- Referral bonus scheme
- Health Cash Plan including dental, optical and wellbeing benefits
- Employee discounts and flexible benefits programme
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The Opportunity
This is a fantastic opportunity to join a business with ambitious growth plans, an excellent reputation within the financial planning sector and a genuine commitment to investing in its people.
If you're looking to build a long-term career in financial planning with a firm that offers outstanding benefits, structured development and a collaborative working environment, we'd love to hear from you.
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