Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 healthcare, and 25 days holiday that increases with service.
- Why this job: Join a vibrant team making a real impact in financial planning for clients of all sizes.
- Qualifications: Experience in financial planning administration and strong communication skills are essential.
- 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 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.
- You’ll enjoy mentoring others and 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 Pension 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 Pension Administrator in Manchester
✨Tip Number 1
Get to know the company vibe! Before you even step into an interview, do a bit of research on their culture and values. This Manchester firm is all about collaboration and innovation, so show them you’re on the same wavelength.
✨Tip Number 2
Practice your soft skills! Since this role is relationship-heavy, think about how you can demonstrate your communication and mentoring abilities. Maybe share a story where you helped a colleague or resolved a client issue.
✨Tip Number 3
Be ready to showcase your pension knowledge! Brush up on your understanding of pension consolidation and the Aviva platform. They want someone who can hit the ground running, so being prepared will give you an edge.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us. Plus, it’s a great way to ensure your application gets the attention it deserves. Don’t miss out on this opportunity!
We think you need these skills to ace Senior Pension 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 complex cases, so showing that you can communicate clearly 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 shows us you’re keen and know how to follow instructions – both great traits for a Senior Pension Administrator!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Pensions Inside Out
Make sure you brush up on your pension knowledge, especially around consolidation. This role is all about being a subject matter expert, so be prepared to discuss complex cases and demonstrate your understanding of the Aviva platform or similar.
✨Show Off Your Soft Skills
Since this position involves managing client relationships, practice articulating how you've successfully communicated with clients in the past. Think of examples where your soft skills made a difference, as they’ll want to see that you can build rapport and trust.
✨Be Ready to Train and Mentor
As you'll be overseeing junior administrators, come prepared with ideas on how you would approach training and mentoring. Share any previous experiences where you’ve helped others grow, as this will highlight your leadership potential.
✨Embrace the Company Culture
This firm values collaboration and innovation, so be ready to discuss how you can contribute to their energetic vibe. Think of ways you can bring fresh ideas to the table and show that you're excited about being part of a dynamic team.
