Financial Planning Administrator

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000 - £30000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    27 days ago

  • Expiry date:


  • Consultant:

    David Everingham

FInancial Planning Administrator - Manchester - Leading Wealth Manager - Salary negotiable depending on experience, progression available.

MB Fitzgerald have been asked by a trusted client to search for a Senior Financial Planning Administrator to complement their very experienced and well qualified support team. The company have grown quickly over the past couple of years and have ambitions to become one of the leading businesses of it's type in the UK. Our client works at the top of the market and have been set up to compete with the top Private banks and Wealth Managers.

The role will be working alongside a Chartered Financial Planner, providing full Administration Support; setting up meeting packs, processing business, liaising with providers, Valuations, data entry and updating the CRM system etc. You will be working very closely with a book of UHNW clients; answering general queries as well as booking appointments with the Financial Planner etc. Ideally we are seeking an experienced Financial Planning Administrator with a strong technical knowledge, as well as an excellent communicator who is able to build a good client relationship.

Candidates MUST have a minmum of 2 years experience of working within a Financial Services based Administrative Support role. Ideally, candidates will have experience of working with products such as SSAS, SIPP's, Offshore bonds, VCT's etc. You should also have a solid foundation of working with Pensions and Investments. Candidates who have studied towards Diploma Qualifications will be preferred although those without these qualifications will still be considered. Candidates with experience within Private Banking or other Financial Services backgrounds will be considered.

The company have a positive work ethic where hard work is rewarded. The company will continue to grow, generating the opportunity for ambitious and talented individuals to progress in the future. You will also be supported with study towards the CII Diploma Financial Planning and beyond.

Salary and package is negotiable depending on experience, plus an excellent Benefits package. This is a fantastic opportunity to join one of the fastest growing Wealth Managers in the market.