Senior Financial Planning Administrator
CV-LibraryManchesterpermanentPosted: 25 March 2026
Apply NowYou're a grown up. So why doesn't your company treat you like one?
At this firm you'll have the trust of the business to work in a way that best suits you.
How?
They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day.
And they offer hybrid working (two days a week from home).
That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms.
Add to that they have grown up conversations from the outset about your career aspirations.
Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like.
Want to be the best administrator you can be? No problem with that either.
In short, just like they treat their clients as individuals, they treat their employees in the same way.
PACKAGE
Starting salary of up to £35,000
Annual pay reviews
PMI
Pension
Income Protection
Wellbeing provision
THE JOB
You'll be part of a team that provides admin support to a team of eight financial planners and their clients.
The job is as you'd expect covering tasks such as:
Processing new business
Dealing with client enquiries
Preparing for meetings
Chasing letters of authority
Working with planners and paraplanners
THE COMAPNY
This is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.
It's a settled team with long-standing employees many of whom have developed through the ranks.
And it's not private equity backed providing stability.
HERE'S WHAT YOU'LL NEED
Experience of using Iress XPLAN and provider platforms
Previous experience of working within a financial planning firm
Experience of working within a strong compliance culture
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Ready for a grown up conversation about a grown up role? Click apply.
Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.
Everyone will receive a response
At this firm you'll have the trust of the business to work in a way that best suits you.
How?
They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day.
And they offer hybrid working (two days a week from home).
That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms.
Add to that they have grown up conversations from the outset about your career aspirations.
Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like.
Want to be the best administrator you can be? No problem with that either.
In short, just like they treat their clients as individuals, they treat their employees in the same way.
PACKAGE
Starting salary of up to £35,000
Annual pay reviews
PMI
Pension
Income Protection
Wellbeing provision
THE JOB
You'll be part of a team that provides admin support to a team of eight financial planners and their clients.
The job is as you'd expect covering tasks such as:
Processing new business
Dealing with client enquiries
Preparing for meetings
Chasing letters of authority
Working with planners and paraplanners
THE COMAPNY
This is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.
It's a settled team with long-standing employees many of whom have developed through the ranks.
And it's not private equity backed providing stability.
HERE'S WHAT YOU'LL NEED
Experience of using Iress XPLAN and provider platforms
Previous experience of working within a financial planning firm
Experience of working within a strong compliance culture
------------------------------------------------------------------------------------
Ready for a grown up conversation about a grown up role? Click apply.
Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.
Everyone will receive a response