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Senior Financial Planning Assistant - City, Manchester, United Kingdom, M1


A leading Wealth Management organisation with offices in Manchester currently seek to recruit an experienced Senior Administrator to join their Wealth Planning team.

As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Paraplanner and Adviser with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters, all sales support and low level paraplanning where required. You will also take on high level administrative tasks and projects for the Directors.

To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have two years experience as a minimum working within either a Wealth Management or IFA environment.

Candidates will ideally hold their Diploma although those without qualifications will be considered. You will be given full training and support to attain further exams and progression within the business will be available.