At a Glance
- Tasks: Support advisers and paraplanners while enhancing client service and refining processes.
- Company: Join a modern financial planning firm focused on growth and continuous improvement.
- Benefits: Enjoy WFH Fridays, 25 days holiday, private medical insurance, and free financial advice.
- Other info: Opportunity for career progression in a supportive and collaborative workplace.
- Why this job: Experience variety, autonomy, and the chance to shape your career in a dynamic environment.
- Qualifications: 4+ years of financial services admin experience preferred; strong organisational and communication skills required.
The predicted salary is between 28000 - 34000 £ per year.
Job Description
Financial Services Administrator – Lifestyle Financial Planning
Location: Manchester City Centre (Office-Based with WFH Fridays)
Salary: £28,000 - £34,000
Full-Time | Permanent |
NJR Recruitment is delighted to be working exclusively with a forward-thinking lifestyle financial planning firm with ambitious growth plans. This is not a traditional financial services business — they’re modern, dynamic, and committed to making continuous improvements for both clients and their team. They are now seeking an experienced Financial Services Administrator to join their Manchester office and play a key role in supporting advisers and paraplanners, while ensuring clients receive the very best service.
The Role
This role goes beyond standard administration. You’ll be involved in projects, help refine processes, and be encouraged to share ideas for improvement. It’s the perfect opportunity if you’re looking for variety, autonomy, and the chance to shape how things are done.
Whether you want to progress into paraplanning/advice or become a highly skilled senior administrator, you’ll be fully supported to achieve your career ambitions.
Key Responsibilities
- Provide first-class administrative support to advisers and paraplanners
- Process new business, valuations, and client documentation with accuracy
- Maintain and update records on Intelligent Office (IO) or similar back-office systems
- Prepare and collate client meeting packs and suitability documents
- Manage client queries, building strong professional relationships
- Contribute to process improvement projects across the business
- Ensure compliance with internal procedures and FCA guidelines
What We’re Looking For
- Ideally 4+ years’ financial services admin experience (IFA experience preferred)
- Strong organisational skills and the ability to adapt in a fast-paced environment
- Confident in learning new systems and technology quickly
- Excellent communication and relationship-building skills
- IO/back-office system experience is advantageous but not essential
- Exams are a bonus, but the right experience and mindset matter most
What’s on Offer
- 25 days holiday bank holidays
- WFH Fridays (office-based Monday–Thursday)
- Private Medical Insurance (non-contractual, offered to all employees)
- Free financial planning advice – all commissions rebated for staff
- Early Friday finish (3pm)
- Supportive and collaborative working environment
- Opportunity to progress your career in a modern, growing firm
Apply Now
If you’re an experienced Financial Services Administrator looking for a role in a modern, forward-thinking financial planning firm where your ideas will be valued and your career supported, apply today
NJR16024
Financial Services Administrator - Lifestyle Financial Planning in Manchester employer: NJR Recruitment
Join a modern and dynamic lifestyle financial planning firm in the heart of Manchester City Centre, where your contributions are valued and your career aspirations are supported. With a collaborative work culture, generous benefits including WFH Fridays, private medical insurance, and opportunities for professional growth, this is an excellent employer for those seeking a meaningful role in financial services. Experience a workplace that encourages innovation and offers a clear path for advancement, making it an ideal environment for both seasoned professionals and those looking to develop their skills.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator - Lifestyle Financial Planning in Manchester
✨Tip Number 1
Familiarise yourself with the latest trends in lifestyle financial planning. Understanding the unique aspects of this modern approach will help you stand out during discussions and interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in lifestyle financial planning. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with process improvement and how you've contributed to enhancing efficiency in previous roles. This aligns well with the company's focus on continuous improvement.
✨Tip Number 4
Showcase your adaptability by sharing examples of how you've quickly learned new systems or technologies in past positions. This will demonstrate your readiness for the dynamic environment at the firm.
We think you need these skills to ace Financial Services Administrator - Lifestyle Financial Planning in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial services administration. Emphasise any specific skills or achievements that align with the job description, such as your ability to manage client queries and support advisers.
Craft a Compelling Cover Letter:Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your background and skills make you a perfect fit for their modern and dynamic approach to financial planning.
Highlight Process Improvement Experience:Since the role involves contributing to process improvement projects, be sure to include examples from your past work where you've successfully refined processes or implemented new ideas.
Showcase Communication Skills:Given the importance of building strong professional relationships, provide examples in your application that demonstrate your excellent communication and relationship-building skills, particularly in a fast-paced environment.
How to prepare for a job interview at NJR Recruitment
✨Showcase Your Experience
Make sure to highlight your 4+ years of financial services administration experience. Be prepared to discuss specific examples of how you've supported advisers and paraplanners in previous roles, as this will demonstrate your capability for the position.
✨Emphasise Adaptability
This role requires strong organisational skills and the ability to adapt in a fast-paced environment. Share instances where you've successfully managed multiple tasks or adapted to changes in processes, showcasing your flexibility and problem-solving skills.
✨Demonstrate Communication Skills
Excellent communication and relationship-building skills are crucial for this role. Prepare to discuss how you've built strong professional relationships with clients and colleagues, and be ready to provide examples of how you’ve effectively managed client queries.
✨Be Ready to Discuss Process Improvements
Since the company values continuous improvement, think about any process improvement projects you've been involved in. Be ready to share your ideas on how you can contribute to refining processes within the firm, showing that you're proactive and innovative.
