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- Tasks: Train and support junior admins 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: Up to £35,000 salary, bonuses, private health care, and 25 days holiday.
- Why this job: Join a vibrant team, make an impact, and grow your career in a supportive environment.
- Qualifications: Experience in financial planning admin, strong communication skills, and a passion for mentoring.
- Other info: Exciting opportunities for advancement and a collaborative culture.
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 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
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.
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 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.
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. Job in Manchester Education & Training Jobs 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. Job in Manchester Education & Training Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your admin experience and your knack for client relationships. Be ready to share examples of how you've handled complex cases or trained others.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like this Manchester firm, and express your interest. Sometimes, they might have opportunities that aren’t advertised yet.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application. Plus, it shows you're genuinely interested in joining our team. Remember, we’re all about collaboration and fresh ideas, so don’t hold back!
We think you need these skills to ace Senior Financial Planning Administrator. Job in Manchester Education & Training Jobs
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. Remember, this role is all about relationships, so showing us who you are can really make a difference.
Tailor Your Application: Make sure to tailor your application specifically for this role. Highlight your experience in financial planning and any relevant skills that match what we’re looking for. We love seeing how your background aligns with our mission and values!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured writing that gets straight to the heart of your experience and skills. Avoid fluff and focus on what makes you a great fit for the Senior Financial Planning Administrator role.
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 it gets to the right people. Plus, it shows us you’re keen and ready to join our vibrant team here in Manchester!
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 a subject matter expert is key for this role, so be prepared to discuss complex cases and demonstrate your understanding of pension consolidation.
✨Show Off Your Soft Skills
Since this role is all about client relationships, practice your communication skills. Think of examples where you've successfully managed client queries or built strong relationships. This will show that you can handle the hands-on, relationship-heavy nature of the job.
✨Be a Team Player
This company values collaboration, so highlight your experience in mentoring and training others. Share stories about how you've supported junior team members or contributed to a positive team environment. They want to see that you're not just a lone wolf!
✨Embrace the Company Culture
Familiarise yourself with the company's mission and energy. Be ready to discuss why you’re excited about working in a vibrant, start-up-like atmosphere. Show them that you align with their values and are motivated to contribute to their growth and success.
