Career
You have experience supporting advisers and clients within a financial planning environment and enjoy delivering exceptional service. You understand the importance of getting the details right, but what really motivates you is building strong relationships, solving problems, and making a positive difference to the client experience.
Now you're looking for a role where you can work closely with Financial Planners and clients, becoming a trusted part of their journey while continuing to develop your own career in financial planning.
About the role
We're looking for a Client Administrator to join our Manchester office and become an integral part of our financial planning team.
Working alongside our Financial Planners, you'll play a vital role in delivering an outstanding experience for our clients. You'll be a trusted point of contact, helping clients navigate important moments in their financial journey while ensuring advisers have the support they need to deliver high-quality advice.
This role offers the opportunity to build meaningful relationships with both clients and colleagues, gain exposure to all aspects of the financial planning process, and develop your career within a supportive and forward-thinking business.
Accountabilities
Ensure all client reviews are supported by suitability reports and required documentation, proactively monitoring progress and escalating outstanding cases where required.
Maintain client records within Xplan, ensuring all information is accurate, up to date, and compliant.
Keep client files organised, complete, and audit-ready at all times.
Support Financial Planners with annual review scheduling, meeting preparation, client segmentation activities, and service delivery requirements.
Build strong relationships with clients and Financial Planners, ensuring all post-meeting actions are completed accurately and within agreed service levels.
Skills and Experience
2+ years' experience in a Financial Planning Administrator role.
Good knowledge of financial planning products, including pensions, investments, and protection.
Highly organised, with strong prioritisation skills and the ability to manage multiple tasks effectively.
Excellent attention to detail and commitment to accuracy.
Strong written and verbal communication skills, with a professional and client-centric approach.
Comfortable working with modern technology, cloud-based systems, and AI-enabled tools to improve efficiency and client outcomes.
Benefits
Competitive pension scheme - we contribute 6%, you contribute 3%.
26 days annual leave plus bank holidays.
Private Medical Insurance.
Life Assurance (4x salary).
Group Income Protection.
Work From Anywhere policy.
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.