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For Companies At a Glance
- Tasks: Manage client records, onboarding docs, and support advisers with precision and speed.
- Company: Join Stratton Wealth Management, a growing firm in Manchester with big ambitions.
- Benefits: Enjoy hybrid working, 33 days holiday, exam support, and a supportive team culture.
- Why this job: Be the vital engine behind great advice, making a real impact in a collaborative environment.
- Qualifications: 3+ years in financial admin; Level 3 Certificate in Financial Services preferred.
- Other info: This role values your experience and ideas—apply now to be part of something special!
The predicted salary is between 25000 - 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 & career path
- A team that listens to your ideas and values your experience
Who You Are
- You’ve got 3+ years in financial admin
- Ideally, you’ve got your Level 3 Certificate in Financial Services (or close)
- You’re organised, accurate, and know what a compliant file should look like
- You’re confident with Outlook, Word, Excel, and ideally IO
- You get a buzz from helping advisers stay ahead — not playing catch-up
Why This Role Matters
Because behind every great adviser is someone like you…checking the details, sending the updates, and keeping the whole thing on track. At Stratton, you’re not just “the admin”. You’re the engine behind the advice!
Apply now or message Samantha Golding directly for a chat.
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
Familiarise yourself with Intelligent Office (IO) as it's a key tool for this role. If you can demonstrate your proficiency in IO during the interview, it will show that you're ready to hit the ground running.
✨Tip Number 2
Highlight your experience in managing client records and onboarding processes. Be prepared to share specific examples of how you've maintained accuracy and efficiency in your previous roles.
✨Tip Number 3
Showcase your proactive communication skills. Think of instances where you've kept clients or advisers updated on their applications, as this aligns perfectly with what Stratton Wealth Management values.
✨Tip Number 4
Research Stratton Wealth Management's vision and values. Being able to articulate how your personal work ethic aligns with their goals will make you stand out as a candidate who truly fits their team.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial administration, particularly any relevant roles where you've demonstrated accuracy, speed, and proactivity. Use specific examples that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your 3+ years of experience in financial admin and how you can support advisers effectively. Be sure to express your enthusiasm for joining Stratton Wealth Management.
Highlight Relevant Skills: In your application, emphasise your proficiency with tools like Outlook, Word, Excel, and Intelligent Office (IO). Mention any certifications, such as the Level 3 Certificate in Financial Services, to strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Stratton Wealth Management
✨Showcase Your Organisational Skills
As a Financial Services Administrator, your ability to stay organised is crucial. Prepare examples from your past experience where you successfully managed multiple tasks or projects simultaneously, demonstrating your efficiency and attention to detail.
✨Familiarise Yourself with Intelligent Office (IO)
Since the role involves keeping client records up to date in IO, make sure you have a basic understanding of this software. If possible, mention any relevant experience you have with similar systems during the interview to show you're ready to hit the ground running.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you handle pressure and client interactions. Think of specific scenarios where you had to chase providers or keep clients updated, and be ready to explain your approach and the outcomes.
✨Emphasise Your Teamwork Skills
Stratton Wealth Management values collaboration, so highlight your experience working in teams. Share instances where you supported advisers or paraplanners, showcasing how your contributions helped the team achieve its goals.
