Senior Financial Planning Administrator

Description

Job Title: Senior Financial Planning AdministratorLocation: ManchesterSalary: Up to GBP35,000 + bonus and benefits

About the Role:A leading financial services firm is seeking an experienced Senior Financial Planning Administrator to join their team. This senior role combines high-level administration with leadership responsibilities, ideal for someone with extensive IFA experience and exposure to high-net-worth (HNW) clients or advisors.

You will provide expert administrative support to Financial Planners and/or Investment Managers, ensure client satisfaction, and lead junior team members through 1:1s, appraisals, training, and recruitment support. This is a pivotal role to ensure operational excellence while maintaining regulatory compliance.

Key Responsibilities:

Provide comprehensive administrative support to Financial Planners and/or Investment Managers

Build and maintain strong client relationships

Maintain accurate client records and back-office systems in line with policies

Support new business pitches, presentations, and client reporting

Manage cash transfers, foreign exchange transactions, and account balances where applicable

Ensure accurate processing of business, including new account setup and AML documentation

Identify and escalate risks, ensuring appropriate mitigation

Lead and mentor junior team members, including 1:1s, appraisals, and training

Contribute to recruitment and share best practices across the team

Promote client use of digital tools and provide guidance as needed

Skills and Experience:

Proven IFA administration experience, ideally with HNW client exposure

Leadership or managerial experience, including mentoring or supervising team members

Strong client service ethic and ability to prioritise under pressure

Excellent communication, organisational, and problem-solving skills

Knowledge of financial planning processes and systems

RO Diploma studies desirable but not essential

Professional Qualifications and Education:

Excellent standard of education; degree preferred but not essential

Commitment to further professional development

What's on Offer:

Competitive salary up to GBP35,000

Performance-related bonus and benefits package

Senior leadership responsibilities within a supportive and collaborative team

This is an excellent opportunity for an experienced financial planning administrator ready to take the next step into a senior, leadership-focused role.

Ad ID: 5417317478