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PERSONAL ADMINISTRATOR - Financial Planning - City, Manchester, United Kingdom, M1


Financial Services Administrator / PA

Location: Manchester

Salary: £25,000 - £30,000

Our Client, a Wealth Management Practice based in large offices in central Manchester is now currently looking to recruit an Financial Services Administrator / PA to join their expanding team. Working directly for one of the Directors who is also a Financial Planner, and supporting another Adviser, the successful candidate will work alongside a team of Administrators and three Paraplanner's and will form part of a friendly and very professional team.

Our Client is looking for an ambitious candidate to carry out a full administrative and PA support to Ultra High Net Worth Clients. Candidates applying for this role will have gained experience working within Financial Planning, and should be used to liaising with and supporting HNW Individuals. Daily you will be responsible for all;

  • Diary management, and meeting preparation
  • Meeting, greeting and attending Client meetings
  • Organising and attending networking / corporate events
  • Liaising with and building strong business relationships with HNW Client
  • Processing and submitting Investment, Pension and Protection applications
  • Assisting the Paraplanners in relation to investments and protection matters

The ideal candidate will come from an IFA Admin / Pensions / Product Provider background, and be highly professional. A high attention to detail and level of accuracy, with a fantastic work ethic is required. Those who have already obtained, or who are keen to work towards the CII exams are welcomed, and this will be fully encouraged by our Client. Candidates applying must be of a professional and corporate appearance. You will be able to demonstrate exceptional communication and interpersonal skills, with the ability to liaise with and build strong business relationships.

NJR 9332