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For Companies At a Glance
- Tasks: Manage onboarding docs, client records, and support advisers in a fast-paced environment.
- Company: Join Stratton Wealth Management, a growing and ambitious firm in Manchester with a big vision.
- Benefits: Enjoy ÂŁ30,000-ÂŁ35,000 salary, 33 days holiday, hybrid working, and exam support.
- Why this job: Be the vital support behind great advisers and make a real impact in a collaborative team.
- Qualifications: 3+ years in financial admin; Level 3 Certificate in Financial Services preferred.
- Other info: Your ideas are valued, and you’ll be part of a team that listens and grows together.
The predicted salary is between 30000 - 35000 ÂŁ per year.
Manchester | £30,000–£35,000 | Hybrid Working | 33 Days Holiday + Exam Support
The Story Starts Here... You’ve spent the last few years making the chaos look easy. Deadlines? You beat them. Providers who “didn’t receive the paperwork”? You’ve got the timestamped email. Advisers chasing updates? You’ve already sent them the summary. Clients asking for reassurance? You know exactly where their application is and what’s next. You’re the person who keeps things moving. Quietly brilliant.
But maybe now, you’re ready for a team that sees it, and values it. Enter Stratton Wealth Management. A growing, ambitious firm in Manchester. Chartered. Proper planning. Big vision. Stratton are expanding onboarding new advisers, growing their client bank, and building something long-term. But to do that, they don’t just need planners. They need someone like you. The person who can take the pressure off. Who understands that client service starts with accuracy, speed, and proactivity. And who thrives in a team where everyone pulls in the same direction.
What You’ll Actually Do (aka the bits you already smash)
- Handle onboarding docs and LOAs with your eyes closed
- Keep client records spotless and up to date in Intelligent Office (IO)
- Chase providers like a pro (without sounding like one)
- Support paraplanners and advisers so they can do their best work
- Keep clients updated, professionally, clearly, and on time
- Track applications, invoices, and workflows like a hawk
What You’ll Get
- £30,000–£35,000 DOE
- 33 days holiday (25 + bank hols)
- Hybrid working (3 days office, 2 days home)
- Exam support
- Pension, Death in Service & career path
- A team that listens to your ideas and values your experience
Who You Are
- You’ve got 3+ years in financial admin
- Ideally, you’ve got your Level 3 Certificate in Financial Services (or close)
- You’re organised, accurate, and know what a compliant file should look like
- You’re confident with Outlook, Word, Excel, and ideally IO
- You get a buzz from helping advisers stay ahead not playing catch-up
Why This Role Matters
Because behind every great adviser is someone like you… checking the details, sending the updates, and keeping the whole thing on track. At Stratton, you’re not just “the admin”. You’re the engine behind the advice!
Apply now or message Samantha Golding directly for a chat.
Contact Detail:
Stratton Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with Intelligent Office (IO) as it's a key tool for this role. If you can demonstrate your proficiency in using IO during the interview, it will show that you're ready to hit the ground running.
✨Tip Number 2
Highlight your experience in managing client records and onboarding processes. Be prepared to share specific examples of how you've maintained accuracy and efficiency in your previous roles.
✨Tip Number 3
Showcase your ability to work under pressure and meet deadlines. Prepare anecdotes that illustrate how you've successfully handled tight timelines or challenging situations in the past.
✨Tip Number 4
Research Stratton Wealth Management and their values. Understanding their vision and demonstrating how your skills align with their goals will make you a more compelling candidate.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial administration, particularly any relevant roles where you've managed onboarding documents and client records. Use specific examples that demonstrate your organisational skills and attention to detail.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at Stratton Wealth Management. Mention how your proactive approach and ability to handle pressure align with their needs. Be sure to include your understanding of client service and how you can contribute to their team.
Showcase Relevant Skills: Emphasise your proficiency with tools like Outlook, Word, Excel, and Intelligent Office (IO) in both your CV and cover letter. Highlight any certifications, such as the Level 3 Certificate in Financial Services, to strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Financial Services Administrator role.
How to prepare for a job interview at Stratton Wealth Management
✨Showcase Your Organisational Skills
As a Financial Services Administrator, your ability to stay organised is crucial. Prepare examples of how you've managed multiple tasks or projects simultaneously, and be ready to discuss specific tools or methods you use to keep everything on track.
✨Demonstrate Proactivity
Stratton Wealth Management values proactivity in client service. Share instances where you've taken the initiative to resolve issues before they escalated or how you've kept clients updated without being prompted.
✨Familiarise Yourself with Intelligent Office (IO)
Since you'll be using IO to manage client records, it’s beneficial to have a basic understanding of the software. If you have experience with similar systems, mention that and express your willingness to learn quickly.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you handle real-life situations, such as dealing with tight deadlines or managing client expectations. Think of specific scenarios from your past experience that highlight your problem-solving skills and ability to work under pressure.
