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- Tasks: Train and support junior administrators while managing client relationships and handling complex cases.
- Company: Dynamic Manchester financial planning firm with a start-up vibe and collaborative culture.
- Benefits: Competitive salary, bonuses, private health care, and 25 days holiday that increases with service.
- Why this job: Join a vibrant team making a real impact in financial planning for diverse clients.
- Qualifications: Experience in financial planning administration and strong communication skills required.
- Other info: Exciting growth opportunities and a supportive environment to develop your career.
The predicted salary is between 28000 - 42000 £ per year.
This Manchester financial planning business is the epitome of different. A traditional IFA practice it isn’t. Due to growth, they’re looking for a senior pension administrator to provide a first-class service to their clients post-sale. This is a hands-on, relationship-heavy role that entails being a subject matter expert, trainer and all-round go-to person at the firm. It comes with a starting salary of up to c£35,000. There’s a bonus scheme for the referrals you’ll pick up and a company bonus scheme. They’re even building a wealth creation scheme i.e. equity. So whilst your salary will start with a 3, your income will start with a 4 (or even a 5). Plus there are lots of ongoing internal opportunities to advance.
Benefits:
- DIS x 4
- Private Health Care
- 25 days holiday (this increases with service)
- Pension (up to 8% contribution)
- Ad-hoc bonuses for hitting company milestones
What you’ll do:
- You’ll train/support two other junior administrators on your team and oversee training for new hires.
- You’ll be responsible for managing the relationship with the client through to completion of the case, meaning your soft skills will come on no end.
- You’ll also initiate the transfers, handle complex cases and answer queries for clients and colleagues alike.
The Company:
This is a firm with a clear mission: to give great financial planning advice whether someone has £20,000 or £250,000. Trustpilot and VouchedFor will show you they’re succeeding with that. The company’s vibe is more start-up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn’t somewhere where your ideas are waved away. They’ve also brought in over £100m AUM in the last 12 months. This success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers and so on, meaning that you’ll have the support of many other brilliant, helpful people.
Here’s what you’ll need:
- You’ll need admin experience within financial planning. The firm is thinking more IFA/financial planning experience than provider, but they’re an open-minded bunch.
- You’ll have a solid grounding in pensions (particularly pension consolidation).
- Knowledge of the Aviva platform would be ideal; knowledge of other platforms is key if not.
- As a client-facing role, you’ll have great communication skills.
- You’ll enjoy mentoring others.
- You’ll be motivated by working for a firm with a mission.
- It is a young, energetic, vibrant outfit and that will be important to you too.
- You will want to and enjoy working in an office environment. The offices are fantastic and you’ll know that working with your team will aid your development like nothing else.
Different good or different bad? Click apply to find out. If you don’t have a CV don’t worry - we can come to that later. Everyone will receive a reply.
Senior Financial Planning Administrator in Manchester employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator in Manchester
✨Tip Number 1
Get to know the company vibe! Before your interview, do a bit of research on their culture and values. This Manchester firm is all about collaboration and energy, so show them you’re on the same wavelength.
✨Tip Number 2
Practice your soft skills! Since this role is relationship-heavy, think about examples where you've successfully managed client relationships or mentored others. Be ready to share these stories during your chat.
✨Tip Number 3
Don’t shy away from showing your passion for financial planning! Talk about why you love the industry and how you can contribute to their mission of providing great advice, whether it’s for £20,000 or £250,000.
✨Tip Number 4
Apply through our website! It’s the best way to get noticed. Plus, if you don’t have a CV sorted yet, no worries – they’re open-minded and will help you through the process.
We think you need these skills to ace Senior Financial Planning Administrator in Manchester
Some tips for your application 🫡
Show Your Personality: When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to inject a bit of your own style into your cover letter and CV. Remember, we’re looking for someone who fits our vibrant culture.
Tailor Your Application: Make sure to tailor your application to the role of Senior Financial Planning Administrator. Highlight your relevant experience in financial planning and pensions, and don’t forget to mention any mentoring or training you've done. We love seeing how you can contribute to our team!
Be Clear and Concise: Keep your application clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the good stuff without unnecessary fluff.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to keep track of your application and ensures you get all the updates. Plus, it shows you’re keen to join our unique Manchester team!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions and the Aviva platform. Being a subject matter expert is key for this role, so be prepared to discuss your experience and how it relates to the job.
✨Show Off Your Soft Skills
Since this role is all about client relationships, practice articulating your communication skills. Think of examples where you've successfully managed client queries or built strong relationships, as these will be crucial in the interview.
✨Be a Team Player
This company values collaboration, so be ready to talk about your experience mentoring others and working within a team. Share specific instances where you've supported colleagues or contributed to a positive team environment.
✨Embrace the Company Culture
Familiarise yourself with the company's mission and vibe. They’re looking for someone who fits into their energetic and innovative culture, so express your enthusiasm for working in a dynamic environment and how you can contribute to their growth.
