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- 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
Contact Detail:
Phoenix Talent Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning and wealth management sectors. Attend industry events or join online forums to connect with potential employers and learn about job openings before they hit the market.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and be ready to discuss how your skills align with their mission. We want you to shine!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've successfully managed client records or improved processes in previous roles. This will demonstrate your fit for the Financial Planning Administrator position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Sales Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial planning or wealth management, and don’t forget to showcase your attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your values align with our firm’s focus on integrity and client relationships.
Showcase Your Tech Savvy: Since we value confidence in using financial platforms and CRM systems, mention any relevant software you’ve used before. This will show us you’re ready to hit the ground running!
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 this exciting opportunity!
How to prepare for a job interview at Phoenix Talent Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and wealth management. Familiarise yourself with the company’s values and how they align with your own. This will show that you’re not just interested in the role, but also in being part of their mission.
✨Showcase Your Organisational Skills
Since the role requires a lot of organisation, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how your proactive approach brought structure to a busy environment, which is exactly what they’re looking for.
✨Be Client-Focused
Demonstrate your understanding of client relationships by discussing how you’ve previously ensured a high-quality service. Share specific instances where your attention to detail made a difference in client outcomes, as this aligns perfectly with their emphasis on integrity and professionalism.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing training opportunities, or how they measure success in the role. This shows your genuine interest in contributing to their collaborative environment and helps you assess if it’s the right fit for you.