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.