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- Tasks: Manage client onboarding, maintain records, and support advisers with precision and speed.
- Company: Stratton Wealth Management, a growing and ambitious firm in Manchester.
- Benefits: £30,000–£35,000 salary, 33 days holiday, hybrid working, and exam support.
- Why this job: Join a dynamic team where your skills are valued and make a real impact.
- Qualifications: Experience in client service and strong organisational skills.
- Other info: Opportunity for career growth in a supportive environment.
The predicted salary is between 30000 - 35000 ÂŁ per year.
Manchester | £30,000–£35,000 | Hybrid Working | 33 Days Holiday + Exam Support
The Story Starts Here... You’ve spent the last few years making the chaos look easy. Deadlines? You beat them. Providers who “didn’t receive the paperwork”? You’ve got the timestamped email. Advisers chasing updates? You’ve already sent them the summary. Clients asking for reassurance? You know exactly where their application is and what’s next. You’re the person who keeps things moving. Quietly brilliant. But maybe now, you’re ready for a team that sees it, and values it. Enter Stratton Wealth Management. A growing, ambitious firm in Manchester. Chartered. Proper planning. Big vision. Stratton are expanding onboarding new advisers, growing their client bank, and building something long-term. But to do that, they don’t just need planners. They need someone like you.
The person who can take the pressure off. Who understands that client service starts with accuracy, speed, and proactivity. And who thrives in a team where everyone pulls in the same direction.
What You’ll Actually Do (aka the bits you already smash)
- Handle onboarding docs and LOAs with your eyes closed
- Keep client records spotless and up to date in Intelligent Office (IO)
- Chase providers like a pro (without sounding like one)
- Support paraplanners and advisers so they can do their best work
- Keep clients updated, professionally, clearly, and on time
- Track applications, invoices, and workflows like a hawk
What You’ll Get
- £30,000–£35,000 DOE
- 33 days holiday (25 + bank hols)
- Hybrid working (3 days office, 2 days home)
- Exam support
- Pension, Death in Service
Financial services Administrator employer: Stratton Wealth Management
Contact Detail:
Stratton Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client service and administration. Think about how you can showcase your ability to handle pressure and keep things moving smoothly, just like you do in your current role.
✨Tip Number 3
Don’t forget to research Stratton Wealth Management! Understanding their values and vision will help you tailor your responses during interviews and show them you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join a company that values accuracy and speed, just like you.
We think you need these skills to ace Financial services Administrator
Some tips for your application 🫡
Show Off Your Organisation Skills: In your application, highlight how you manage multiple tasks and keep everything in order. We love candidates who can juggle deadlines and paperwork like a pro, so don’t be shy about sharing your best examples!
Be Clear and Concise: When writing your application, make sure to get straight to the point. We appreciate clarity, especially when it comes to client communication. Use bullet points if it helps to keep things tidy and easy to read.
Tailor Your Application: Make sure to customise your application for us at Stratton Wealth Management. Mention specific skills that match our needs, like your experience with onboarding docs or client updates. It shows you’ve done your homework and are genuinely interested!
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 gives you a chance to explore more about our team and values!
How to prepare for a job interview at Stratton Wealth Management
✨Know Your Stuff
Before the interview, make sure you’re familiar with the company and its values. Research Stratton Wealth Management and understand their approach to client service. Be ready to discuss how your experience aligns with their need for accuracy, speed, and proactivity.
✨Showcase Your Organisation Skills
Since the role involves handling onboarding docs and keeping client records up to date, prepare examples that demonstrate your organisational skills. Think of specific situations where you managed multiple tasks efficiently and how you kept everything on track.
✨Practice Your Communication
You’ll need to communicate clearly and professionally with clients and advisers. Practise explaining complex information in a simple way. Consider role-playing common scenarios, like updating clients or chasing providers, to show you can handle these situations smoothly.
✨Be Proactive in Your Approach
During the interview, highlight instances where you took the initiative to solve problems or improve processes. This will show that you’re not just reactive but also someone who anticipates needs and takes action, which is crucial for the role.