Financial Planning Administrator - Graduate/ Entry Level

Administrator – Financial Planning - Graduate/ Entry Level

Altrincham | Office-Based | £24,000 to £26,000 plus benefits

We are working with a highly respected firm of Chartered Financial Planners based in Altrincham who are looking to recruit an Administrator to join their team.

This is an entry-level opportunity, ideal for a graduate or someone at the early stages of their career who has a demonstrated interest in financial services and some form of office-based work experience. No prior IFA administration experience is required, as full training and development will be provided.

The Role

You will support experienced Financial Planning Administrators and play an important part in ensuring client reviews and internal processes run smoothly. This role offers an excellent introduction to the financial planning profession within a professional and supportive environment.

Key responsibilities include:

• Producing client valuations

• Preparing documentation ahead of client meetings

• Checking compliance documentation for accuracy and completeness

• Reviewing file notes to ensure records are up to date

• Updating client records and systems

• Providing general administrative support to the wider team

About You

This role would suit someone who:

• Has a genuine interest in financial services and financial planning

• Has gained some office-based work experience, such as administration, placement year, internship, or similar

• Is highly organised with strong attention to detail

• Is confident using IT systems and managing data

• Can prioritise tasks and work to deadlines

• Enjoys working as part of a team and is keen to learn

Some exposure to financial services or related studies would be beneficial but is not essential.

The Company

You will be joining a well-established and highly regarded Chartered Financial Planning firm known for its professional standards, supportive culture, and commitment to developing its people. The business actively encourages professional development and supports employees through industry qualifications.

Salary & Benefits

• Salary of £24,000 to £26,000 depending on experience

• 26 days holiday, including 3 days between Christmas and New Year

• Additional holiday linked to length of service

• Length of Service Awards

• Private Medical Insurance

• Group Personal Pension via salary sacrifice

• Death in Service cover

• Income Protection

• Financial support and study leave for professional examinations

• Rewards for achieving Diploma and Advanced Diploma status

Location & Hours

• Office-based role in Altrincham

• Free on-site parking

• Core hours are 8am to 4pm or 9am to 5pm, with flexibility between

Sector:

1. Financial Services
2. Financial Planning