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Permanent

Financial Planning Administrator (Part Time)

Exchange Street Claims & Financial Services
Bury
money-bag £24000 Annual
Posted: 16 July 2026 (Today)
Closing date: 15 August 2026
Ref: 3140048162

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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