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Financial Planning Administrator

  • Lancashire, Greater Manchester
  • Permanent
  • up to £29,000 plus benefits

Job details.

Financial Planning Administrator - Heywood, Greater Manchester - Salary negotiable depending on experience

We’re currently working on a Financial Planning Administrator role, in collaboration with a well-established Financial Planning organisation based in Heywood, Greater Manchester. If you're interested in contributing to a forward-thinking team, this is an exceptional opportunity.

As a Financial Planning Administrator, you will provide crucial support to the Financial Planners on a day-to-day basis. This role is ideal for individuals with a background in financial planning administration, or those with relevant experience, who are eager to join a progressive business and take their career to the next level.

Key Responsibilities:

  • Processing letters of authority efficiently.
  • Managing end-to-end new business processing.
  • Preparing application forms and executing new business on the platform.
  • Implementing fund switches.
  • Gathering information from providers.
  • Actively managing and following up on ongoing cases.
  • Updating and maintaining records using CRM software (Intelliflo).
  • Engaging with clients via telephone and email communication.


  • Competitive salary: £23,000 - £30,000, experience-dependent.
  • Contributory Pension Scheme.
  • Life cover.
  • Office based role with a great team and a very positive working environment


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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