Financial Services Administrator - Antony George Recruitment : Job Details

Location: Manchester (Hybrid: 3 days office, 2 days home)

Salary: £30,000 - £35,000 (DOE)

Experience Required: Minimum 3 years in financial administration

About Us

We’re a dynamic and growing financial planning firm based in Manchester, offering holistic, client-centric advice tailored to individual needs. Our team thrives on collaboration, innovation, and a commitment to excellence. As we continue to grow, we’re excited to welcome experienced professionals who want to make a meaningful impact.

The Role

We’re looking for a Financial Administrator to join our close-knit pod system, where administrators and paraplanners support advisers to deliver exceptional client outcomes. This role plays a vital part in ensuring smooth operations and first-class service.

What You’ll Do

• Support financial advisers and paraplanners with daily administrative tasks
• Onboard new clients and manage documentation
• Generate and track Letters of Authority (LOAs)
• Liaise with providers (e.g. AJ Bell, Fidelity, Transact) and chase progress
• Update client data and fact-find information using Intelligent Office (IO)
• Track workflow and ensure smooth case management
• Conduct compliance checks and raise invoices
• Deliver a professional and responsive client experience

What We’re Looking For

• Minimum 3 years’ experience in a financial planning or wealth management admin role
• Level 3 Certificate in Financial Services (or higher)
• Strong understanding of financial planning processes
• Confident using Intelligent Office and investment platforms (AJ Bell, Fidelity, Transact, etc.)
• Exceptional attention to detail and organisation
• Strong verbal and written communication skills
• Proactive, team-oriented, and ready to embrace change

What We Offer

• Competitive salary: £30,000 – £35,000 (depending on experience)
• Hybrid working model (3 days office, 2 from home)
• 33 days holiday (25 days 8 public holidays)
• 3% employer pension contribution
• Death in service benefit
• Full exam support and career progression opportunities
• Opportunity to work with high-net-worth clients
• A growing, forward-thinking firm that welcomes innovation

Why Join Us?

Whether you’re looking to grow into a paraplanner role or build a long-term career as a high-performing administrator, you’ll be joining a team that values your ideas and supports your development. You’ll be part of a company that’s evolving, ambitious, and driven to provide the very best for both its clients and its people.