Financial Planning Administrator

Job Title: Financial Planning Administrator
Location: Stockport
Salary: £26,000 to £32,000
Benefits: Hybrid working (50/50 after probation), plus extensive benefits

About the Company:
This respected wealth management firm has built a strong reputation for its client-focused approach, tailored financial planning services, and solid track record of long-term client retention. The firm offers a collaborative, professional environment with genuine flexibility and support for progression within the financial services sector.

Role Summary:
This is a great opportunity to join a dedicated Client Relationship Team in a varied administrative role. You’ll play a key part in supporting financial advisers and maintaining exceptional service standards for a loyal client base. The position offers hybrid working, flexible hours, and a supportive environment for professional development.

Key Responsibilities:

• Process transfers, top-ups, withdrawals, and related transactions: Ensure timely and accurate handling from initiation through to completion
• Manage client records and communications: Maintain data integrity and promptly handle queries
• Oversee personal workload using diary systems: Meet internal deadlines and service expectations
• Liaise with 3rd party providers and clients: Build trusted relationships through effective communication
• Support general office functions: Provide receptionist cover and assist with incoming/outgoing post

Requirements:

• At least 1 year of experience in an IFA practice or financial services provider
• Understanding of pension and investment products
• High level of accuracy and attention to detail
• Strong organisational and multitasking abilities
• Confident and professional telephone manner
• Experience with Intelligent Office (IO) desirable