At a Glance
- Tasks: Support financial advisers and ensure clients receive top-notch service.
- Company: A respected wealth management firm with a focus on integrity and client relationships.
- Benefits: Competitive salary, study support, hybrid working options, and a supportive environment.
- Other info: Great opportunity for career growth in a values-led company.
- Why this job: Join a friendly team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning or administration and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Are you an organised, proactive individual who loves bringing structure and clarity to a busy financial planning environment? We’re supporting a highly respected and growing wealth management firm in Cheshire as they look to welcome a talented Financial Planning Administrator to their close-knit team.
You’ll be part of a collaborative business that values integrity, professionalism and long-term client relationships — not just numbers on a page.
The role:
As a key member of the team, you’ll provide vital support to advisers and paraplanners, ensuring clients receive a seamless, high-quality service. Your responsibilities will include:
- Preparing and maintaining client records and documentation
- Processing new business and ongoing client transactions
- Liaising with providers and clients to ensure a smooth experience
- Supporting advisers with meeting preparation and follow-up
- Contributing to continuous improvements in systems and service delivery
About you:
We’re looking for someone who:
- Has previous experience in financial planning or wealth management administration
- Is confident using financial platforms and CRM systems
- Works with accuracy, attention to detail, and a genuine care for client outcomes
- Enjoys being part of a friendly, professional team
- (Ideally) is working towards or interested in CII qualifications
What’s on offer:
- Competitive salary and benefits package
- Study support for professional development
- Hybrid working options once established
- A supportive, values-led environment where your contribution truly matters
If you’re ready to build your career in financial services with a firm that’s growing the right way — through quality, care and expertise — we’d love to hear from you.
Sales Support employer: Phoenix Talent Partners
Join a dynamic and supportive wealth management firm in Cheshire, where your role as a Financial Planning Administrator will be valued and impactful. With a strong emphasis on professional development, competitive benefits, and a collaborative work culture, you'll thrive in an environment that prioritises integrity and client relationships. This is an excellent opportunity to grow your career while contributing to a team that truly cares about delivering high-quality service.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Support
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Phoenix Talent Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales Support
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Phoenix Talent Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Phoenix Talent Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Phoenix Talent Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Phoenix Talent Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Phoenix Talent Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Phoenix Talent Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
