Senior Financial Planning Administrator

Manchester (Hybrid)

Salary: Up to £36,000 (depending on experience)

Full-Time | Permanent | Wealth Management Firm

NJR Recruitment are delighted to be representing a highly regarded and forward-thinking Financial Planning firm, now seeking an experienced Senior Financial Planning Administrator to join their dynamic Manchester-based team. This is a fantastic opportunity for an experienced professional to support high-value clients, working alongside expert Financial Planners and Paraplanners in the delivery of a first-class client experience.

The Role

As a Senior Financial Planning Administrator, you will play a key role in managing complex cases, handling sophisticated transactions, and acting as a trusted contact for clients. You will ensure that every stage of the advice journey runs seamlessly, providing exceptional administrative and technical support to advisers and clients alike.

Key Responsibilities:

• Manage high-value client relationships, ensuring an exceptional level of service.
• Prepare and review comprehensive client documentation and reports.
• Handle complex transactional work including CGT checks, annual reviews, and suitability assessments.
• Maintain accurate records and manage client data within internal systems and portals.
• Support and mentor junior team members, acting as a point of escalation for technical queries.
• Contribute to process improvement and best practice initiatives within the operations team.

About You

• Minimum 3 years’ experience in financial planning or wealth management administration.
• Strong technical understanding of investment, pension, and protection products.
• Excellent organisational skills and exceptional attention to detail.
• Confident communicator with a proven ability to build trusted client relationships.
• Proficient in Microsoft Office and comfortable using financial planning platforms.
• A supportive team player with a proactive and collaborative approach.
• Professional qualifications in financial planning (or working towards) are desirable but not essential.

What’s on Offer

• Competitive salary up to £36,000, dependent on experience.
• Hybrid working (Manchester office with flexible home days).
• 30 days holiday plus bank holidays.
• 3 days celebratory leave (for your birthday, volunteering, or wellbeing).
• Private Medical Insurance and 24/7 digital GP access.
• Employee Assistance Programme for mental and physical wellbeing.
• Company pension, life assurance, and enhanced family leave.
• Supportive, collaborative environment with excellent progression opportunities.

PLEASE NOTE – Due to the volume of applications, if you do not have the required experience as outlined in the JD and haven’t heard from us within 48 hours. Please assume that your application has been unsuccessful.

If you’re an experienced Financial Planning Administrator looking to work in a modern, client-focused environment with strong career progression, this is an excellent opportunity to take the next step in your career.

Apply today via NJR Recruitment, quoting Ref: NJR 16239