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For Companies At a Glance
- Tasks: Train and support junior administrators while managing client relationships and handling complex cases.
- Company: Dynamic Manchester financial planning firm with a start-up vibe and collaborative culture.
- Benefits: Competitive salary, bonuses, private healthcare, and 25 days holiday that increases with service.
- Why this job: Join a vibrant team making a real impact in financial planning for diverse clients.
- Qualifications: Experience in financial planning administration and strong communication skills required.
- Other info: Exciting growth opportunities and supportive environment for personal and professional development.
The predicted salary is between 28000 - 42000 £ per year.
This Manchester financial planning business is the epitome of different. A traditional IFA practice it isn’t. Due to growth, they’re 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 cGBP35,000. There’s a bonus scheme for the referrals you’ll pick up, as well as a company bonus scheme. They’re even building a wealth creation scheme i.e. equity. So whilst your salary will start with a 3, your income will start with a 4 (or even a 5). Plus, there are lots of ongoing internal opportunities to advance.
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
- You’ll train/support two other junior administrators on your team and oversee training for new hires.
- You’ll be responsible for managing the relationship with the client through to completion of the case, meaning your soft skills will come on no end.
- You’ll also initiate the 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 GBP20,000 or GBP250,000. Trustpilot and VouchedFor will show you they’re succeeding with that. The company’s vibe is more start-up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn’t somewhere where your ideas are waved away.
They’ve also brought in over GBP100m AUM in the last 12 months. And this success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers, and so on, meaning that you’ll have the support of many other brilliant, helpful people.
HERE'S WHAT YOU'LL NEED
- You’ll need admin experience within financial planning. The firm is thinking more IFA/financial planning experience than provider, but they’re an open-minded bunch.
- You’ll have a solid grounding in pensions (particularly pension consolidation). Knowledge of the Aviva platform would be ideal; knowledge of other platforms is key if not.
- As a client-facing role, you’ll have great communication skills. And you’ll enjoy mentoring others.
- You’ll be motivated by working for a firm with a mission. It is a young, energetic, vibrant outfit and that will be important to you too.
- You will want to and enjoy working in an office environment. The offices are fantastic and you’ll know that working with your team will aid your development like nothing else.
Different good or different bad? Click apply to find out.
Senior Financial Planning Administrator in Manchester employer: SecsintheCity
Contact Detail:
SecsintheCity Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator in Manchester
✨Tip Number 1
Get to know the company vibe! Before your interview, check out their social media and website. Understanding their culture will help you connect during the chat and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your soft skills! Since this role is all about relationships, think of examples where you've successfully managed client interactions or mentored others. Be ready to share these stories to demonstrate your fit for the role.
✨Tip Number 3
Don’t just sit back and wait for the interview! Reach out to current employees on LinkedIn. Ask them about their experiences and what they love about working there. This can give you insider info and make a great impression.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and keen to join the team. Let’s get you that job!
We think you need these skills to ace Senior Financial Planning Administrator in Manchester
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 cover letter and CV. Remember, we’re looking for someone who fits our vibrant culture.
Tailor Your Application: Make sure to tailor your application specifically for this role. Highlight your experience in financial planning and pensions, and how it aligns with what we do here at StudySmarter. The more relevant your application is, the better!
Highlight Your Soft Skills: Since this role is all about relationships, make sure to showcase your soft skills in your application. Talk about your communication abilities and any mentoring experience you have. We love seeing how you connect with others!
Apply Through Our Website: Don’t forget to apply 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 you’re keen on joining our team!
How to prepare for a job interview at SecsintheCity
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions and the Aviva platform. Being able to discuss specific cases or scenarios will show that you're not just familiar with the theory but can apply it in practice.
✨Show Off Your Soft Skills
Since this role is all about client relationships, be prepared to demonstrate your communication skills. Think of examples where you've successfully managed client expectations or resolved conflicts. This will highlight your ability to connect with clients and colleagues alike.
✨Be a Team Player
This company values collaboration, so come ready to discuss how you've worked effectively in teams before. Share experiences where you've mentored others or contributed to team success, as this will resonate well with their culture.
✨Embrace the Company Vibe
Research the company's mission and values, and be ready to express why they resonate with you. Show enthusiasm for their innovative approach and willingness to contribute ideas. This will help you stand out as someone who fits into their energetic and dynamic environment.
