Financial Planning Administrator

Financial Planning Administrator

Location: Middleton | Salary: £28,000 + excellent benefits

We’re working with a growing financial services firm that prides itself on delivering a high-quality, client-focused experience. They’re looking for a Financial Planning Administrator to join their team — an excellent opportunity for someone with experience in client services, administration, or operations within a regulated environment who enjoys building strong relationships and ensuring clients receive the best possible service.

The Role:

As a Financial Planning Administrator, you will act as a key point of contact for clients, supporting advisers and internal teams to deliver a smooth, efficient, and compliant service.

Your responsibilities will include managing client communications, updating records, coordinating workflows, and ensuring all activity meets regulatory standards. You’ll also assist with client onboarding, prepare documentation, and play an important role in the day-to-day running of the office.

About You:

• Experience in a client support, client services, or IFA Administrator role (financial services experience preferred).
• Excellent organisational, communication, and interpersonal skills.
• Strong attention to detail and the ability to manage multiple priorities.
• Proficient with Microsoft Office and CRM/back-office systems.
• Professional, proactive, and team-oriented approach.

Benefits Include:

• Full-time group life cover
• Income protection
• Health benefits and Private Medical Insurance (PMI)
• Pension contribution (4%)
• 25 days annual leave (increasing with service up to 30 days) + bank holidays

This is a fantastic opportunity to join asupportive and forward-thinking firm where you’ll be encouraged to develop your skills, grow your career, and contribute to delivering an outstanding client experience.

Apply now to find out more.