Part-Time Financial Planning Administrator

Location: Macclesfield

Part-Time (Flexible hours – e.g., 3–4 days per week) £25,000 FTE

Hybrid working

Salary: Competitive, based on experience

Reference Number: 9883

Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment?

A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions.

Key Responsibilities:

This varied and rewarding role includes:

Client Servicing & Reviews:

• Manage client onboarding, portfolio updates, and client review scheduling
• Prepare and issue client review reports and letters
• Maintain accurate client records within Intelligent Office (I.O)
• Assist with closing reviews and scheduling follow-up tasks

Back Office & Admin Support:

• Process incoming and outgoing post and documentation
• Maintain a contact book for providers and support information retrieval
• Update plans in I.O. and ensure accuracy of client and provider data
• Support advisers with fact-finding, risk profiling, and basic research
• Optional involvement in simple report writing (support provided if preferred)

Finance & Reconciliation:

• Daily processing of provider income and reconciliation
• Match and categorise transactions, manage invoices, and file documentation
• Support bank reconciliation and preparation of annual financial reports for the accountants

Operational Support:

• Conduct monthly Smart Search checks and maintain compliance records
• Manage the LOA tracker and monitor fees
• Handle office supplies, franking, and general admin duties

What You’ll Bring:

• Prior experience in a financial planning or IFA environment
• Strong knowledge of Intelligent Office (I.O)
• Excellent attention to detail and organisational skills
• Confident with provider platforms, data entry, and client documentation
• Ability to manage your own workload and stay ahead of deadlines

What’s on Offer:

• Part-time hours to suit your lifestyle (e.g. school hours, 3–4 days per week)
• Flexible Hybrid working
• Opportunity to get involved in varied and meaningful work
• A valued role with autonomy and scope for development

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.