We’re a lifestyle financial planning firm with big growth ambitions. For us, growth isn’t just about numbers, it’s about constantly improving the way we work for both our clients and our team. That means challenging outdated ways of doing things, embracing technology that makes life easier, and refining our processes until they’re spot on.

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We’re proud to be a "younger than average", modern firm in an industry that can often feel a little dated. But don’t mistake young for inexperienced, our team brings a rich background across financial services, with achievements in everything from chartered and fellowship-level expertise through to certified financial coaching and financial education. We like to stay ahead of the curve, bring fresh energy to the way we work, and we’ve got plenty to give to both our clients and our colleagues.
 

Role Description
We’re looking for our new Client Support Administrator to join our team. This is an office based role (with WFH Fridays to start), in central Manchester and access to a community space that’s great for collaborative working (and a good coffee!). You’ll play a key role in supporting advisers and paraplanners, keeping our processes sharp, and making sure our clients get the best possible experience.

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We like to think this isn’t your standard admin role. You’ll have the chance to get involved in projects, suggest improvements, and be part of a firm that values fresh thinking. Therefore, we’re looking for someone who thrives in a dynamic environment, is confident working beyond a checklist, and enjoys contributing to continuous improvement. Whether your ambition is to become a top-level client services administrator, or progress into paraplanning/advice down the line, we’ll support the right journey for you.

We’d love to hear from you if you’re polite, friendly, and great at building strong relationships. You’ll need to be organised and structured, with the ability to adapt quickly to new systems and ways of working. You must also bring a sense of fun to the table.
 

We would love to bring on board an experienced administrator but we value getting the right person for our team above experience. In an ideal world you would have experience using Intelligent Office but strong knowledge of similar back-office systems or an ability to pick these up quickly is just as valuable. Most importantly, you’ll have the ability to think on your feet and have a “how can I help” approach to the role.

What We’re Looking For

In addition to the above 'personality fit' we are looking for:

• Ideally, 4+ years’ experience in a financial services role (IFA experience preferred but not essential). If you don’t quite meet this but still feel like you’re the right fit, please reach out!

• Someone who is comfortable picking up new tech and systems easily (with training provided)

• Exams are a plus, but the right experience and mindset matter most. We’d like to get you qualified so a willingness to learn and sit some exams.

If you're ready to take a step towards making a meaningful change to yours and to others, please get in touch using the form below.