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Financial Planning Administrator

  • Macclesfield
  • Permanent
  • Negotiable depending on experience (approximately £25-30K)

Job details.

Financial Planning Administrator - Macclesfield 

We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Macclesfield office. 

Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity.

The Role

  • Build & maintain strong relationships with the Wealth Planners and their clients
  • Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
  • Assist Wealth Planners to maintain and manage their client banks according to segmentation and service proposition providing an organised and structured approach to the workload within the wider team
  • Assist with managing Wealth Planner diaries, engaging with and communicating with all key stakeholders both internally and externally to maximise efficiency and service to clients
  • Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation. Assist with structured scheduling of reviews and for the preparation for meetings
  • Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
  • Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Wealth Planner and Client
  • Ensure all initial, on-going and client paid fees are checked and reconciled monthly liaising with the Wealth Planner and Finance teams ensuring that these are paid to the Wealth Planners as expected Support the Wealth Planners to seek out and nurture opportunities for new business assisting with client research on behalf of Wealth Planner maximising output from the existing client bank, and on-boarding prospective new clients
  • Assist the Wealth Planner to explore opportunities for referrals & professional connection introductions
  • Keep abreast of Wealth Planner and Hub targets, adding value to their achievement
  • Maintain a basic level of industry knowledge through private reading/attending workshops etc. Skills & Experience

The successful candidate may demonstrate the following:

  • Essential: Minimum 1 year administrative experience in a financial services environment (ideally a firm of Financial Planners)
  • Responsibility, accountability and the ability to be pro-active and intuitive in role
  • Attention to detail and pride in work
  • Strong communicator, Written, Verbal, and listening
  • You will be joining a well known and highly respected organisation where you can gain excellent experience. There should be potential for a permanent role at the end of the contract should you impress, although unfortunately there are no guarantees


  • Competitive basic salary, completely negotiable depending on experience
  • Excellent benefits
  • Flexi-Bens add ons
  • Full time, hybrid


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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