Wealth Planning Administrator

12-month plan to progress into Paraplanning

Full exam support & structured training / development

Location: Stockport Area

Salary: £32,500 (negotiable)

2-3 CII R exams obtained

We are seeking a proactive and ambitious Administrator (Wealth Planning Assistant) to join a friendly, growing financial planning team. This is an exciting opportunity for someone looking to develop into a paraplanning role within a 12- month period and build a long-term career in financial planning within a supportive and professional environment.

If you are passionate about financial planning, interested in the human side of the profession, and want to be part of a small but high-performing team, this role could be your next step.

About You

• At least 3 years’ experience in administration within a financial planning led advice firm.
• Passed a minimum of 2-3 RO exams and actively working towards your Diploma in Regulated Financial Planning.
• Excellent verbal and written communication skills.
• Experienced in supporting advisers in a genuine financial planning environment (as opposed to product-led).
• Experience processing pensions, ISAs, general accounts, and bonds via platforms (ideally Nucleus or Transact, but not essential).
• Capable of managing a sizeable workload, using initiative to solve problems, and embracing change.
• Passionate about financial planning and interested in both the technical and human aspects of the role.

What You’ll Be Doing

• Provide high-quality administrative support to one or more advisers, playing a key role in the adviser’s pod.
• Process new business applications for pensions and investments via Nucleus, Transact, or other platforms.
• Assist with client onboarding and administrative tasks arising from planning meetings.
• Liaise with clients to support the delivery of a genuine financial planning service.
• Prepare first drafts of simple suitability reports using templates.
• Participate in ad hoc projects, including trialling and implementing new technology.
• Learn all aspects of real financial planning in preparation for a move into paraplanning (subject to progress and development).

The Package

• Competitive salary plus annual bonus linked to company profitability.
• Pension, life assurance, income protection, and private medical insurance.
• 25 days holiday, plus the office closes between Christmas and New Year.
• Opportunity to develop into a paraplanning role and progress your career in financial planning.

If you are a detail-oriented, ambitious administrator passionate about financial planning and looking for a long-term career in a supportive and growing team, we’d love to hear from you.

Apply today via NJR Recruitment quoting Ref: NJR 16279