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Financial Planning Administrator

  • Cheshire, Greater Manchester
  • Permanent
  • up to £30K plus bonus and benefits

Job details.

Our client is a reputable firm of financial planners based in Altrincham, dedicated to helping individuals and families achieve their financial goals. With a rich history of success and a commitment to excellence, this company are seeking a Financial Planning Administrator to join their team. If you are detail-oriented, organized, and passionate about supporting clients on their financial journeys, we invite you to apply.

Job Description:

As a Financial Planning Administrator, you will play a crucial role in supporting our financial planning team in delivering exceptional service to their clients. You will be responsible for a wide range of administrative tasks to ensure the smooth operation of the office and the success of their financial planning services.

Key Responsibilities:

  • Client Service: Assist in managing client relationships, responding to inquiries, and scheduling meetings.
  • Document Management: Maintain accurate client records, financial documents, and correspondence.
  • Data Entry: Enter and update client financial data accurately on systems.
  • Appointment Scheduling: Coordinate appointments and meetings for the financial planning team.
  • Compliance: Ensure all documentation and processes adhere to regulatory requirements.
  • General Administrative Support: Provide day-to-day administrative assistance to the team as needed.


  • Previous experience in financial services, ideally within a financial planning administrator role, is preferred.
  • Strong organizational skills and attention to detail.
  • Excellent communication skills, both written and verbal.
  • Proficiency in Microsoft Office Suite and other relevant software.
  • Knowledge of financial planning concepts and terminology is a plus.
  • Ability to work well in a team and independently, as required.


  • Competitive salary, up to around £29,000, negotiable based on experience.
  • Opportunities for career advancement within the firm.
  • Ongoing training and professional development.
  • Supportive and collaborative work environment.
  • Contribution to pension plan and other benefits.


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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