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Financial Services Administrator – Wealth Management

Financial Services Administrator – Wealth Management

Manchester City Centre

Salary £30,000 - £36,000

Looking to level up your career in financial services? Join a fast-paced Wealth Management firm right in the heart of Manchester City Centre — just a stone’s throw from major train stations.

It's your chance to become part of a respected firm with a high-performing Financial Planning support team and a forward-thinking approach to client service.

What You’ll Be Doing:

  • Support the creation of client research and suitability reports
  • Analyse clients’ financial needs and assist in tailoring solutions
  • Use cutting-edge tools like Adviser Asset & FE Analytics for fund research
  • Provide vital admin support to the Paraplanners and Advisors
  • Prepare for client meetings with detailed packs & reports
  • Generate accurate valuation reports for portfolios
  • Liaise with product providers on policy updates and changes

About You:

  • Experience in a Wealth Management or IFA firm
  • Strong grasp of Pensions and Investment administration
  • Ideally working towards or have passed RO qualifications
  • Organised, proactive, and love being part of a professional team

Why Join this Financial Planning firm?

  • Competitive salary: £30,000 - £36,000
  • Central location with easy commuting options
  • Ongoing training, development & support to help you progress
  • Collaborative, expert team that values what you bring

If you have the relevant experience and interested in the role please click to apply.

 

Permanent
25 July 2025
Financial Planning
IFA Administrator
Greater Manchester, City Centre
Salary £30,000 - £36,000