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- Tasks: Train and support junior admins while managing client relationships and handling complex cases.
- Company: Dynamic Manchester financial planning firm with a start-up vibe.
- Benefits: Up to £35,000 salary, bonuses, private healthcare, and 25 days holiday.
- Why this job: Join a mission-driven team where your ideas matter and career growth is encouraged.
- Qualifications: Experience in financial planning admin and strong communication skills required.
- Other info: Vibrant office environment with excellent support and development opportunities.
The predicted salary is between 28000 - 42000 £ per year.
This Manchester financial planning business is the epitome of different. Due to growth, they are 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, along with a bonus scheme for referrals and a company bonus scheme. They are also building a wealth creation scheme (i.e. equity). 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:
- Train/support two other junior administrators on your team and oversee training for new hires.
- Manage the relationship with the client through to completion of the case.
- Initiate 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. The company's vibe is more start-up than established, with an energy and a restlessness to get better. They have brought in over £100m AUM in the last 12 months, leading to major investment in its infrastructure (people and technology). You will have the support of many other brilliant, helpful people.
HERE'S WHAT YOU'LL NEED:
- Admin experience within financial planning.
- A solid grounding in pensions (particularly pension consolidation).
- Knowledge of the Aviva platform would be ideal; knowledge of other platforms is key if not.
- Great communication skills and enjoyment in mentoring others.
- Motivation to work for a firm with a mission.
- Desire to work in an office environment.
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 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
✨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
Brush up on your soft skills! Since this role is relationship-heavy, practice how you’d handle client queries and support your team. Being personable can really set you apart from other candidates.
✨Tip Number 3
Don’t shy away from showcasing your mentoring experience! They’re looking for someone who can train and support junior admins, so share examples of how you’ve helped others grow in previous roles.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way, so don’t hesitate to reach out if you need any tips or advice.
We think you need these skills to ace Senior Financial Planning Administrator
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 Experience: Make sure to highlight your relevant experience in financial planning and pensions. We’re looking for someone who knows their stuff, so be specific about your skills and how they relate to the job. Use examples that demonstrate your expertise and how you’ve made an impact in previous roles.
Be Clear and Concise: While we love a good story, keep your application clear and to the point. Use bullet points where possible to make it easy for us to read. Remember, we’re busy too! A well-structured application will help us see your qualifications quickly and easily.
Apply Through Our Website: We encourage you to apply directly 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 – a key skill for this position!
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 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 mentored others, as these will showcase your ability to connect with clients and support your team.
✨Embrace the Company Culture
This firm values collaboration and innovation, so come ready to share your ideas. Research their mission and think about how you can contribute to their energetic vibe. Showing that you align with their culture will set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might want to ask about their plans for growth or how they support employee development, which ties back to the ongoing opportunities mentioned in the job description.
