Planner Work, Jobs in Morecambe, Lan (with Salaries)

Client Services Administrator
Financial Management Bureau —Kendal
- Up to £30,000 a year
- Full-time
- Databases
- In-person
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
13d
Production Planner/Buyer - 12-month fixed term maternity cover
Tritech International Ltd —Ulverston
- From £29,000 a year
- Full-time
- Microsoft Word
- In-person
- Analytics
- Free parking
- Profit sharing
Quick apply
5d
Strategic Planner - Data Analysis (REF)
Lancaster University —Lancaster
- £39,906 - £46,049 a year
- Full-time
- Hybrid work
- Analysis skills
- University
- Communication skills
7d
Planner or Schedular
Quest Global —Barrow-In-Furness
- Full-time
- Computer literacy
- Master's degree
- Analysis skills
Quick apply
Wedding Coordinator
The River Barn —Poulton le Fylde
- From £13.25 an hour
- Weekend availability
- Customer service
- English
- Organisational skills
Quick apply
10h
Buildings Caretaker
Lake District National Park —Kendal
- £25,688 - £27,248 a year
- Full-time
- Annual leave
4d
Production Planner
John Roberts Associates —Blackpool
- £26,437 - £29,250 a year
- Full-time
- English
- Organisational skills
- In-person
- Free parking
Quick apply
7d
Planner
MWHTreatment —Preston
- Quality control
Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Works Planner
Places for People —Preston
- £28,971.56 a year
- Hybrid work
- Customer service
- Communication skills
- Annual leave
- Employee discount
6d
Planning Manager
Avanti West Coast —Preston
- Full-time
- Continuous improvement
- Travel
- Leadership
4h
Senior Planner / Planning Manager
MWHTreatment —Preston
- Management
- Mentoring
- Contracts
Assistant Investment Manager
RGH‑Global Limited —Blackpool
- £35,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Business development
Mobile Massage Therapist
The Pamper Team —Blackpool
- £25 - £30 an hour
- Customer service
- English
- In-person
- Flexible schedule
Quick apply
1d
Works Support
Places for People —Preston
- £16,182.46 a year
- Computer literacy
- Quality control
- Data entry
- Annual leave
- Employee discount
6d
Mobile Beauty Therapist
The Pamper Team —Blackpool
- £25 - £30 an hour
- Customer service
- English
- In-person
- Flexible schedule
Quick apply
1d
Functions & Banqueting Chef, Holmes Mill
James' Places —Clitheroe
- Up to £15 an hour
- Full-time
- Hospitality
- Customer service
- Supervising experience
Quick apply
6d
Care Planner
Guardian Homecare Limited —Preston
- £13 an hour
- Full-time
- No experience needed
- Care plans
- Paid training
- Employee discount
Manufacturing Engineer
Expleo —Preston
- English
- Manufacturing
Kitchen & Bedroom Surveyor
Wren —Preston
- £29,000 - £37,000 a year
- Weekend availability
- CAD
- Customer service
- Computer literacy
- Employee discount
Quick apply

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Client Services Administrator

Financial Management Bureau
Kendal

Quick apply

Job details

Full-time
Up to £30,000 a year
13 days ago

Benefits

Free parking
Health & wellbeing programme
Cycle to work scheme
Financial planning services
Free flu jabs
Flexitime
Company pension
Company events
Private medical insurance
Life insurance
Sick pay
On-site parking

Qualifications

Administrative support experience
Microsoft Office Suite
Databases
Communication skills

Full job description

Are you ready to swap your standard office job for something a bit more exciting?

We’re currently on the lookout for an experienced Administrator to join our dynamic and friendly team here at FMB. While the job title might sound a little mundane, rest assured, there's never a dull moment here.

Every day, we support people on their journey to financial security - and we do it with energy, teamwork, and a genuine passion for helping others.

At FMB, we value personal growth just as much as professional development. We embrace challenges, celebrate progress, and cheer each other on. If you're someone who thrives in a supportive environment and enjoys learning new things, you might just be the perfect fit for us.

What We're Looking For:

We're seeking someone who’s:

Comfortable working with back-office databases and Microsoft Office (especially Word, Outlook, and Excel)
Confident answering and making calls
Great at following processes and has a sharp eye for detail
A team player who’s eager to learn and grow with us

No financial services experience? Not a problem, we can get you up to speed on that!

A Snapshot of the Role:

You’ll be supporting our Financial Planners by handling client-related admin. This includes:

Filtering calls
Preparing for client meetings
Processing applications
General client support and administration

Weekly Working Hours:

Full-Time: 35 hours per week
Monday – Friday, 9am – 5pm

What You’ll Need:

At least 4 GCSEs (A–C), including English and Maths
Over 1 year of admin experience
Strong written and verbal communication skills
An enthusiastic, can-do attitude
Ability to work independently and juggle multiple priorities

The Role in Brief:

The successful applicant will assist the financial planners with all aspects of the client relationship to ease the amount of administration work they become involved in. This includes filtering calls, preparing for client meetings, processing new applications and all general client administration.

Employee Benefits:

22 days holiday + bank holidays
Currently 3 extra days off between Christmas & New Year
Death in Service Scheme
3% Company Pension Scheme Contribution
Bonus Scheme
Birthdays - Paid day off if your birthday falls on a working day
Free full financial planning service (with no ongoing fees!)
Free on-site parking
Private Medical Insurance

Sound Good? Here’s How to Apply:

To be considered, please upload the following or email to Manager of HR & Administration, Sarah Hartley:

CV
Plus a covering letter explaining why you'd love to be part of our team

We look forward to hearing from you!

Closing date for applications: 5pm on Tuesday 18th August.

Job Type: Full-time

Additional pay:

Bonus scheme

Benefits:

Company events
Company pension
Cycle to work scheme
Financial planning services
Flexitime
Free flu jabs
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Paid volunteer time
Sick pay

Schedule:

Monday to Friday
No weekends

Ability to commute/relocate:

Kendal, LA8 8AA: reliably commute or plan to relocate before starting work (preferred)

Experience:

customer service: 1 year (preferred)

Work Location: In person

Job Type: Full-time

Pay: Up to £30,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Sick pay

Ability to commute/relocate:

Kendal LA8 8AA: reliably commute or plan to relocate before starting work (required)

Experience:

customer service: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

planner jobs in morecambe, lan

Client Services Administrator

Production Planner/Buyer - 12-month fixed term maternity cover

Strategic Planner - Data Analysis (REF)

Planner or Schedular

Wedding Coordinator

Buildings Caretaker

Production Planner

Planner

Senior Paraplanner

Works Planner

Planning Manager

Senior Planner / Planning Manager

Assistant Investment Manager

Mobile Massage Therapist

Works Support

Mobile Beauty Therapist

Functions & Banqueting Chef, Holmes Mill

Care Planner

Manufacturing Engineer

Kitchen & Bedroom Surveyor

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