Financial Services Administrator

Financial Services Administrator

Location: Lytham Hybrid Working Available

Salary: Up to £28,000 DOE + Benefits

Full-Time Permanent (37.5 hours per week)

Our client is a reputable and well-established firm of Independent Financial Advisers seeking to appoint an additional Administrator to join their close-knit team. Working in collaboration with Financial Advisers, and a team of Paraplanners.

As a Financial Services Administrator, you will provide essential support to advisers and paraplanners, ensuring clients receive the highest standard of service. From preparing review packs to processing new business and maintaining accurate client records, you'll play a key part in delivering excellent outcomes for both personal and corporate clients.

Key Responsibilities

" Prepare documentation for client review meetings, including portfolio valuations

" Provide first-class client service, handling enquiries and supporting strong relationships

" Maintain accurate and compliant client records

" Process new business applications and review paperwork within agreed timescales

" Liaise with advisers, paraplanners, providers, and third parties to ensure smooth administration

" Support firm-wide compliance by adhering to all regulatory requirements

" Collaborate with colleagues to deliver a seamless client experience

What We're Looking For

" Minimum 2 years' experience in an IFA/financial planning administration role

" Experience using multiple platforms and IT systems to support the financial planning process

" Strong organisational skills with the ability to prioritise and multitask

" High attention to detail with excellent time management skills

" Strong written and verbal communication skills

" Proficiency in Microsoft Office (Word, Excel, Outlook essential)

" A proactive, professional, and team-oriented approach

What's on Offer

" Salary up to £28,000 (DOE)

" Hybrid working available to support work-life balance

" 37.5-hour working week

" Competitive benefits package

" Supportive and collaborative team environment

" Opportunities for long-term career progression within financial services

Apply Now

If you are an experienced IFA/Financial Services Administrator seeking a new opportunity with a professional and supportive firm in Lytham, we'd love to hear from you

NJR16120