Job Description
Financial Planning Administrator - Central Manchester
Salary: £30,000 - £40,000 + Excellent Benefits & Bonus
Hybrid Working Available (Minimum 2 Days in Office After Training)
A prestigious Wealth Management firm, specialising in Ultra High Net Worth (UHNW) clients, is looking for a highly organised and detail-oriented Administrator to join their Manchester office. This is a fantastic opportunity to work alongside experienced professionals, supporting two senior Partners and ensuring the seamless delivery of exceptional client service.
The Role
Working closely with a Paraplanner and Investment Analyst, you will provide vital administrative support to two senior Partners and their clients. Your focus will be on ensuring smooth and efficient client service, processing new business applications, managing client records, and liaising with external providers to facilitate financial transactions.
This is an ideal opportunity for someone from a Financial Planning or Private Banking background, who thrives in a structured and fast-paced environment, ensuring seamless operations for clients.
Key Responsibilities
1. Processing new business applications and ensuring all documentation is accurately completed.<...