Financial Planning Administrator

Location: Manchester (Office-Based)

Salary: £26,000 – £32,000 (DOE)

Full-Time | Permanent | Career Development & Exam Support

NJR Recruitment is delighted to be working with a highly respected and growing financial planning business based in Manchester, now seeking an experienced and detail-focused Financial Planning Administrator to join their expanding team.

This is a fantastic opportunity to become part of a professional, collaborative, and forward-thinking firm where your contributions truly make a difference to clients’ financial journeys.

What’s on Offer:

• Salary: £26,000 – £32,000 depending on experience
• 24 days holiday 3 days off over Christmas
• 8% employer pension contribution (after 3 months)
• 3x salary death in service (after 3 months)
• 1x salary critical illness cover (after 12 months)
• Income protection (TBC from Q3 2025)
• Exam support and bonuses for passed qualifications
• Join a collaborative, supportive, and growing team

Key Responsibilities:

• Accurately process new business applications across pensions, investments, and protection
• Manage client servicing tasks including withdrawals, fund switches, surrenders, and income changes
• Liaise with clients and product providers to gather valuations, documents, and updates
• Prepare pre-sale documentation such as illustrations, quotations, and summaries
• Support the preparation of annual reviews and client meeting packs
• Keep back-office records up to date (experience with platforms such as AJ Bell, Aviva, Transact preferred)
• Provide friendly and professional support as a point of contact for clients

What We’re Looking For:

• Previous experience in a financial planning / IFA admin or support role
• Good working knowledge of pension and investment products
• Experience with industry platforms (AJ Bell, Aviva, Aberdeen Wrap, Transact)
• Strong IT skills (Word and Excel essential)
• Excellent communication and organisational abilities
• Ideally working towards the Diploma in Financial Planning (not essential)
• A team player with a client-focused mindset and a high level of accuracy

Apply Now

If you're looking to step into a role where your skills will be appreciated and your career will be supported, apply today via NJR Recruitment.

NJR15955