Financial Planning Administrator
Location: Lytham
Salary: £23,500 - £27,000
Hours: Monday to Friday, 9:00 am – 5:00 pm
An excellent opportunity has arisen for an experienced Financial Services Administrator to join a well-established and highly regarded firm of Independent Financial Advisors based in Lytham. Renowned for their professional yet personable approach, the firm has cultivated a loyal and collaborative team, offering a supportive working environment with clear opportunities for career progression.
Key Responsibilities:
- Processing new business applications efficiently and accurately
- Preparing client valuations and illustrations
- Liaising with product providers and third parties to ensure seamless administration
- Compiling pre-meeting documentation for financial advisers
- Assisting the paraplanning team with administrative tasks
- Providing comprehensive administrative support across the business
- Acting as a key point of contact for paraplanners, addressing technical administrative queries
- Managing general administrative duties and maintaining client communication
Candidate Requirements:
- A minimum of two years’ experience in an administrative role within an IFA environment
- Strong knowledge of financial products and administrative processes
- Excellent organisational and prioritisation skills, with the ability to meet deadlines effectively
- Strong communication skills and the ability to manage expectations of both colleagues and clients
- Proficiency in using online provider platforms
- Ideally, some progress towards Financial Planning Certificate/RO examinations (desirable but not essential)
On offer:
- Basic salary of up to £27,000
-
Excellent working environment
-
Career development opportunities & study support
- Hybrid flexible working
-
Auto Enrolment Pension
-
Death in Service
This role presents an outstanding opportunity for a motivated and detail-oriented professional to contribute to a well-respected firm while advancing their career in financial services administration.
Sector:
- Financial Services
- Financial Planning
