Financial Planning Administrator (Practice Lead)

Financial Planning Administrator (Practice Lead)

Location: Glossop

Salary: Up to £30,000 Bonus Scheme

Hours: Monday - Friday, 9 am - 5pm

Reference Number: 9871

This role is being advertised by Recruit UK

Are you a highly organised, people-focused professional looking for your next challenge? Recruit UK is proud to be working with a well-respected financial services firm who are expanding its team in Glossop. They are seeking a Financial Planning Administrator who can take ownership of daily operations and help deliver exceptional service to their clients.

This is an exciting time to join a company that is growing rapidly and values a culture built on integrity, care, and collaboration. You'll be joining a supportive, driven team who are passionate about making a positive difference-both to their clients and to each other.

Financial Planning experience is desirable but is NOT required to apply, as long as you have the right transferable experience from your current sector.

About the Opportunity:

As a Financial Planning Administrator, you will play a central role in the smooth running of the office. You'll work closely with Independent Financial Advisers and a dedicated administration team, taking responsibility for office coordination, client experience, internal reporting, and supporting ongoing business development.

You'll be fully trained on internal systems and processes and mentored to understand the complete client journey-so you can be confident in delivering a high level of service from day one.

Key Responsibilities:

• Manage daily office operations and ensure the office runs efficiently
• Host and lead weekly office meetings, ensuring follow-ups are actioned
• Organise client events and support local networking activities
• Prepare business reports for finance and key stakeholders
• Mentor and support team members, sharing knowledge and best practices
• Process new and existing business administration
• Liaise with providers and internal departments as needed
• Prepare valuation reports, client meeting packs, and suitability letters
• Maintain accurate client records in the back-office system
• Ensure documentation is complete and compliant
• Provide timely follow-up after client meetings

What We're Looking For:

• Strong verbal and written communication skills
• Confident working with Microsoft Office and financial systems
• High attention to detail and organisational ability
• Proactive approach to problem-solving and taking initiative
• Comfortable working in a close-knit, fast-paced team environment
• Professional telephone manner and a client-first attitude
• Ability to manage time effectively and prioritise tasks
• Previous experience in a financial services or office management role is desirable

What's on Offer:

• Starting salary of up to £30,000
• Bonus scheme of up to 15%
• Employee ownership & profit share scheme
• Gateway into the financial planning industry.
• Structured training and mentorship to support your development
• A competitive salary and bonus scheme
• Private health insurance, pension scheme, and Employee Assistance Programme
• Career progression opportunities within a growing and respected organisation
• A collaborative and inclusive working environment

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Financial Planning Administrator role in Glossop.

Our commitment to you

Start every journey with a conversation to find out about you in depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

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