Senior Financial Planning Administrator

We’re Growing Our Team

We’re looking to recruit an experienced Senior Financial Planning Administrator to join our team in the Bury area.

This is a great opportunity for someone who is highly organised, client-focused, and confident working in a fast-paced financial planning environment, supporting advisers and delivering excellent client outcomes.

Key requirements

• Minimum 2 years’ experience in a financial planning support role

• Strong working knowledge of Intelligent Office (IO)

• Experience using major industry platforms

• Excellent customer service and communication skills

• A proactive, Highly organised and detail-oriented approach

If you’re looking for your next step and want to be part of a professional, supportive and growing team, we’d love to hear from you.

Please send your CV to ***email_hidden*** or message me directly on LinkedIn for a confidential chat.

Thank you to recruitment agencies for your interest; however, we are managing this process internally and will reach out if we require support.