Exchange Street Claims & Financial Services
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 packs
- Issuing letters of authority
- Processing new business
- Working with providers and platforms
- Updating client records on Intelligent Office
- Supporting 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 can get stuck in without needing everything explained from scratch.
WHAT YOU’LL NEED
You’ll need experience as a financial planning administrator. You’ll also need:
- Experience using Intelligent Office
- Knowledge of the usual provider/platform processes
- Good attention to detail
- Confidence working in a small team
- The ability to work from the office in Bury
Apply now and we’ll be in touch.
No CV ready? Don’t worry. Send us your details and we can come to that later.
Everyone will receive a response.
To apply for this job please visit www.reed.co.uk.
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