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For Companies At a Glance
- Tasks: Provide top-notch admin support to financial planners and paraplanners.
- Company: Respected financial planning firm with a strong presence in the North West.
- Benefits: Up to £35,000 salary, bonus, hybrid working, 33 days holiday, and study support.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- Qualifications: 2+ years in financial planning administration and strong communication skills.
- Other info: Great opportunities for career progression in a reputable organisation.
The predicted salary is between 28000 - 42000 £ per year.
A highly respected national Financial Planning firm, with a strong and long-established presence across the North West, is seeking an experienced IFA/Financial Planning Administrator to join their Manchester office. This is an excellent opportunity to become a key part of a professional, supportive team within a growing organisation.
The Role
You will provide first-class administrative support to a team of highly qualified Paraplanners and Financial Planners, ensuring the smooth processing of client business from initial instruction through to completion. This is a varied, client-focused role where relationship-building and attention to detail are essential.
Key responsibilities include:
- Preparing and maintaining accurate client records
- Processing new business applications and handling valuations
- Liaising with product providers and third parties
- Preparing meeting packs and supporting client review processes
- Ensuring efficient workflow and high-quality service delivery
- Regular, positive client contact
About You
To be considered, you will need:
- At least 2 years' experience in an IFA/Financial Planning Administration role
- Strong understanding of financial planning processes and provider platforms
- Excellent organisational skills, accuracy, and the ability to prioritise
- A warm, client-focused approach and strong communication skills
- Enjoyment in building long-term internal and external relationships
What's on Offer
This business is committed to supporting your development and offering an excellent working environment. The package includes:
- Basic salary up to £35,000 (depending on experience)
- Discretionary annual bonus
- Hybrid working – a split between office and home
- 33 days holiday plus public holidays
- PMI
- Study support
- Opportunities for further progression within a national, reputable organisation
If you're an experienced Financial Planning Administrator looking for a rewarding role with a forward-thinking firm, we'd love to hear from you.
Financial Planning Administrator in Warrington employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Attend local events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on common questions for Financial Planning Administrators and get comfortable discussing your experience and skills. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals like you. Keep an eye on our job listings and make sure your application stands out by highlighting your relevant experience and skills.
We think you need these skills to ace Financial Planning Administrator in Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in IFA administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for us. Keep it professional but let your personality come through!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at mbf
✨Know Your Financial Planning Basics
Brush up on your understanding of financial planning processes and provider platforms. Be ready to discuss how these elements play a role in the administrative support you provide, as this will show your potential employer that you’re not just familiar with the terminology but can apply it practically.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational skills and attention to detail. Think about times when you successfully managed multiple tasks or maintained accurate client records. This will demonstrate your ability to prioritise and ensure efficient workflow, which is crucial for the role.
✨Emphasise Relationship-Building
Since this role involves a lot of client contact, be prepared to talk about your approach to building long-term relationships. Share specific instances where you’ve successfully liaised with clients or third parties, showcasing your warm, client-focused attitude.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company’s approach to professional development, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
