Company Description Falcon Wealth Management Ltd is a Partner Practice of St. James’s Place Wealth Management, an award-winning FTSE 100 company providing holistic financial planning across retirement, savings, investments, wealth protection, mortgages, and specialist advice. The firm focuses on tailored, transparent advice, helping clients simplify complex financial decisions and understand recommendations clearly. Falcon Wealth Management builds long-term relationships through regular reviews and customised guidance that adapts to changing client circumstances. The team works with a broad range of individual and commercial clients, often collaborating with accountants and solicitors to support tax-efficient business and pension strategies. The company is committed to delivering a high level of service and developing lasting, mutually beneficial client relationships.

Role Description This is a full-time, on-site Administrator role based in the Manchester Area, United Kingdom. The Administrator will support the day-to-day operations of the wealth management practice, including preparing client documentation, managing correspondence, and maintaining accurate client records and databases. Typical responsibilities include scheduling and coordinating client meetings, updating internal systems with meeting notes and action points, and ensuring compliance-related documentation is completed and filed correctly. The role also involves liaising with clients and professional partners, handling incoming enquiries, and providing timely administrative support to advisers and the wider team. The Administrator will contribute to a smooth, professional client experience by prioritising tasks, meeting deadlines, and supporting continuous improvement in office processes.