Senior Financial Planning Administrator / Report Writer

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £27000 - £32000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Consultant:


Senior Financial Planning Administrator / Report Writer - City Centre Manchester - Salary negotiable depending on experience

MB Fitzgerald are currently working with a trusted client of ours who are keen to add another skilled and experienced member of staff to their support team. Our client are a professional and respected firm of Chartered Financial Planners with offices in the centre of Manchester. Their current requirement is for a Report Writer/ Adminisrator to join them and support a high performing financial adviser and their clients.

Due to the busy nature of the role and the team, we are looking for an experienced IFA Administrator with a good level of technical knowledge. To show this, you should ideallt have completed the Diploma Financial Planning, although candidates within 1 or 2 exams of completion will also be considered. The successful candidate will also have previous experinece of working within an IFA Practice in an administrative role and ideally will also have some report writing experinece.

Salary on this role will be competitive, negotiable depending on experience and qualifications but in the region of £28-29,000. There will be plenty of opportunity for progression within the company who are known for looking after and promoting their staff.