Financial Planning Administrator – Financial Planning – Altrincham


Financial Planning Administrator         Financial Planning                     J-770 


£20,000 – £24,000

This well renowned firm is owned by a large private equity firm which owns a growing number of advisory firms in the US, Canada and Australia. This being the first business to be acquired outside of the US in 2008, selected based on thier ethos of building long term service-focused relationships with clients.

This is an exciting time as the business embark on thier ambitious national expansion plans which should see the firm build a presence in the major cities within the UK, which in turn will offer opportunities to successful staff within the business.

This Chartered IFA firm has approximately 75 employees, around 15 of these colleagues are currently in the support/administration team. The support team are all working towards The Diploma in Financial Planning; an advanced technical qualification which demonstrates a solid understanding across a broad range of key financial planning areas, a real mile stone achievement for those forging a career in the Financial Planning industry.  The firm are very keen to support the development of its staff and fund exams and all revision aids and time off given for revision and the exam itself.

The administrators will work in conjunction with the highly experienced Advisers, their qualified PA’s and the technical Paraplanners.

You will be responsible for

  • All pre and post sale administration
  • Preparing client packs
  • Producing Valuations
  • Processing New Business
  • Processing Claims
  • Database Management

A bonus is paid on completion of the Diploma in Financial Services and also on achieving Chartered status. The firm also provide internal development opportunities, with the ability for employees to progress to PA, Paraplanner, Manager or Senior Manager status, with the role designed more closely around your professional interests and to provide greater responsibility and recognition.

  • Candidates must have some proven Financial Planning (IFA) Administration experience.
  • The ideal candidate will be working towards or have the desire to work towards the Diploma.
  • Intelligent Office experience would be advantageous.

Salary will be dependent upon qualifications and experience but will typically range between £20,000 – £24,000


4 x salary life cover, income protection, private medical insurance (Bupa) and employer pension contributions (currently 3% but soon to move to auto-enrolment). Basic holiday entitlement is 23 days plus all national holidays. The office is closed between Christmas and New Year. Holiday entitlement increases by 1 day after 2, 5, 10 and 15 years. The ideal candidate will be seeking full time employment (ie five days per week, 9am-5pm)

To apply for this position please call the office on 0161 973 0133 or email

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