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For Companies At a Glance
- Tasks: Train and support junior administrators while managing client relationships and handling complex cases.
- Company: Dynamic financial planning firm with a start-up vibe and a mission to provide great advice.
- Benefits: Starting salary up to £35,000, bonuses, private healthcare, and 25 days holiday.
- Why this job: Join a vibrant team where your ideas matter and make a real impact in financial planning.
- Qualifications: Experience in financial planning administration and strong communication skills required.
- Other info: Exciting growth opportunities and a supportive environment for personal development.
The predicted salary is between 30000 - 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 £35,000. There’s a bonus scheme for the referrals you’ll pick up. There’s 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 include:
- 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
HERE’S 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. And 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. And 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.
Senior Financial Planning Administrator in Manchester employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search 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! Research their mission and values, and think about how your experience aligns with their goals. When you chat with them, show that you’re not just another candidate but someone who genuinely fits into their energetic culture.
✨Tip Number 2
Practice your soft skills! Since this role is all about client relationships, brush up on your communication and mentoring abilities. Maybe even role-play some scenarios with a friend to get comfortable with handling queries and supporting others.
✨Tip Number 3
Be ready to showcase your expertise! Prepare examples of complex cases you've handled in the past, especially around pensions. This will help you stand out as the go-to person they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
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 writing. This role is all about relationships, so showing us how you connect with others can really make you stand out.
Tailor Your Application: Make sure to tailor your application specifically for this role. Highlight your experience in financial planning and pensions, and relate it back to what we’re looking for. The more relevant your application is, the better chance you have of catching our eye!
Be Clear and Concise: We appreciate clarity, so keep your application straightforward and to the point. Use bullet points if necessary to break down your skills and experiences. Remember, we’re looking for someone who can manage relationships effectively, so clear communication is key!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values while you’re at it!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions and the Aviva platform. Being able to discuss specific cases or scenarios will show that you're not just familiar with the theory but can apply it in practice.
✨Show Off Your Soft Skills
Since this role is all about client relationships, be prepared to demonstrate your communication skills. Think of examples where you've successfully managed client expectations or resolved conflicts. This will highlight your ability to connect with clients and colleagues alike.
✨Be a Team Player
This company values collaboration, so come ready to discuss how you've worked effectively in teams before. Share experiences where you've mentored others or contributed to team success, as this aligns perfectly with their culture.
✨Embrace the Company Vibe
Research the company's mission and values, and be ready to express why they resonate with you. Show enthusiasm for their energetic, start-up feel and how you can contribute to their growth. This will help you stand out as someone who truly fits into their culture.
