Financial Planning Administrator – Part‑time

About the role

We are seeking a part‑time Financial Planning Administrator to join our small independent practice in Bury. The role offers 15‑20 flexible hours per week, allowing you to balance work with personal commitments while supporting high‑net‑worth clients. You will report to the Operations Manager and provide administrative support to the firm’s IFAs and directors, ensuring smooth processing of client documentation.

Key responsibilities

• Prepare detailed client review packs and issue letters of authority.
• Process new business applications and liaise with external providers and platforms.
• Maintain and update client records using Intelligent Office.
• Support the wider advice process, collaborating closely with advisers and directors.
• Ensure accuracy and compliance in all administrative tasks.

Required profile

• Proven experience as a financial planning administrator.
• Strong attention to detail and ability to work accurately.
• Comfortable working in a small, collaborative team environment.
• Willingness to work on‑site in Bury.

Required skills

• Intelligent Office

What we offer

• Salary up to £30,000 (full‑time equivalent) with a discretionary bonus.
• Pension scheme, death‑in‑service benefit and cash plan.
• Flexible working pattern to suit your lifestyle.