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We are recruiting – Financial Planning Administrator

8th February 2022

Cambrian Associates and HCI Financial Services is a leading independent financial advisor in the North West. We are a team of financial planners, technical paraplanners and support staff all working together to help our clients achieve the financial future they want.

We are recruiting a Financial Planning Administrator to join our growing team. You will be working with a team of experienced administrators and paraplanners in supporting the firm’s operations.

The role is an entry-level position and represents a fantastic opportunity for the right candidate to join an ambitious growing team and start a career in the wealth management industry. We actively support our employees in their training and their aspirations to becoming qualified paraplanners and advisors if that is where you want to take your career.

Main responsibilities

  • Support a number of client related systems and processes ensuring the integrity of client records
  • Liaise with team to ensure all compliance paperwork is present
  • Liaise with team for compliant submission and recording of new transactions
  • Identify and obtain information necessary to undertake research and complete analysis
  • Liaising with investment product providers and other third parties to obtain plan details for our clients

Relevant skills and knowledge

  • The requisite skills for the role being undertaken
  • Knowledge and understanding of the firm’s record keeping requirements
  • IT literate – Microsoft Office
  • Attention to detail and accuracy
  • Good telephone manner
  • Ability to multi-task, prioritise effectively and plan workload
  • Good level of literacy and numeracy skills
  • Articulate, with excellent inter-personal skills, both written and verbal
  • Excellent time management and organisational skills are essential, together with open communication and a great work ethic
  • Ability to achieve agreed outcomes without supervision

General responsibilities

  • Follow appropriate ethical standards within the firm at all time
  • Ensure all dealings with clients are carried out in a professional and courteous manner

Company Benefits

Salary Range – £18,600 to £21,000

  • Minimum 21 days holiday + statutory holidays (increasing with length of service) + office closure between Christmas and New Year
  • Financial support with studying for professional qualifications including training
  • Payment of CII Membership
  • Group Personal Pension Plan after qualifying period
  • Company Benefits include: 4 x Death in Service, 4 x Critical Illness cover, Group Income Protection
  • Free onsite parking
  • Office opening times 9am – 5pm (with 30-minute lunch) and finish at 4pm on Friday

If you have the knowledge and experience listed above, please contact Carla Roberts on 01244 539595 or email