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Permanent

Financial Planning Administrator (Part Time)

Bury
money-bag 24000.00-24000.00 Annual
3121177073
Posted 2 days ago

You enjoy your job. You''re good at it.But work has to fit around life, not the other way round. Maybe that''s because of family, school runs, caring responsibilities, semi-retirement or simply wanting a bit more balance in your week. Whatever the reason, you still want proper financial planning admin work. Just not on a full-time basis. That''s what this role offers.The firm is looking for someone to work around 15-20 hours per week, with flexibility around how those hours are structured. That might mean shorter hours across five days, three days a week, or another pattern that works for both sides.The salary is up to £30,000 full-time equivalent, with a discretionary bonus, pension, death in service and cash plan. The business is a small, independent financial planning practice based in Bury. They are hiring because one of the team has moved into a paraplanning role, so this is a genuine vacancy within a settled support team.THE JOB You''ll report into the Operations Manager and provide administration support to the firm''s IFAs/Directors, working alongside your colleagues. Your work will include:Preparing review packsIssuing letters of authorityProcessing new businessWorking with providers and platformsUpdating client records on Intelligent OfficeSupporting the wider advice process The firm works with high-net-worth clients, so cases can be more detailed and involved than basic transactional admin. That means they need someone who understands financial planning admin and ..... full job details .....

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