Financial Planning Administrator

Posted 18 February by CB3 Associates Ltd
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The Company: I am currently working on behalf of a small financial planning firm based in central Manchester who are looking to bring in an experienced Financial Planning Administrator to work on a 1 to 1 basis alongside one of their high-performing financial advisers. My client is an independent financial advice firm whose core client market is private wealth focused - Inclusive of investments, pensions, protection & IHT/tax planning advice.

The Role: This role sits within the firm’s Financial Planning Support team and as outlined above will be 1 to 1 focused in support of one of their Manchester based advisers. Essentially it is a very broad wealth administration support role geared around dealing with client relationships/questions/queries from and structuring this adviser’s workload from an admin support perspective. So, your responsibilities will include but are not limited to the following:

  • Processing all new and existing business
  • Obtaining quotations
  • Valuations
  • Issuing adviser meeting notes to the client, ensuring that meeting action points are seen through to completion in a timely manner
  • Provide product technical support (within role remit), and knowledge of products/providers to financial advisers to assist them with any day to day client queries
  • Basic Investment/Pension product research, which requires a full understanding of product charges and features
  • Manging all product provider relationships

The Person: The successful candidate will ideally come from an IFA/wealth management background and have administrative exposure to supporting IFA’s/financial advisers in a private wealth environment. You will have wide-ranging knowledge in one of more of the following product areas: investments, pensions, life cover, savings/bonds/ISAs and ideally 3+ years’ experience in a similar working within financial planning. My client is in need of a technically sound IFA admin support head who enjoys being close to advice being given, and has the personality to deal with a busy, demanding yet rewarding 1 to 1 adviser relationship.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:


Reference: 37305104

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