Financial advisory support occupations Work, Jobs in Standish, Gtm (with Salaries)

IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
6d
Customer Support Administrator (Debt Advice)
Angel Advance —Warrington
- £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- IT
- Free parking
- Annual leave
Quick apply
4d
Financial Services Administrator - prior IFA experience essential
Countrywide Financial Solutions —Lytham St. Annes
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Administrator
Quilter —Blackpool
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- IT
- Flexible schedule
14d
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Administrator
Hoxton Wealth —Liverpool
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Junior Administrator
Beyond Advice Group —Liverpool
- £25,420 - £27,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
- Life insurance
Quick apply
1d
Senior Pensions Administrator
First Actuarial —Manchester
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Experienced Paraplanner
Countrywide Financial Solutions —Lytham St. Annes
- Up to £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Principal Pensions Administrator
3173 —Manchester
- Full-time
- Remote
- Presentation skills
- Organisational skills
- Leadership
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
6d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
14d
Client Services Administrator
Wren Sterling —Wilmslow
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
3d
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Senior Pension Administrator
Aptia Group —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills

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IFA Administrator - Full Time

Burfield Financial Planning
Northwich

Quick apply

Job details

Full-time
£26,000 - £30,000 a year
6 days ago

Benefits

Annual leave
Company pension
Life insurance
Sick pay

Qualifications

English
Microsoft Office
Administrative experience
Organisational skills
Financial services
AI

Full job description

Job Overview

Burfield Financial Planning was established in 2010 and has built a strong reputation for providing high-quality financial advice. Our team of four Advisers has over 40 years of combined industry experience. While we specialise in retirement planning, we also offer a comprehensive range of financial solutions to meet our clients' needs.

We are seeking a Financial Services Administrator to join our team. The successful candidate will play a key role within the administration function, providing support to Advisers, Paraplanners, and fellow Administrators to ensure the efficient delivery of client services.

About the Role

Office-based
Full-time
Permanent
Monday to Friday, 9:00am to 5:00pm (Friday, 9:00am to 4:00pm)

Responsibilities

Prepare annual review reports using company templates.
Complete and submit annual review files in accordance with company procedures.
Obtain pre-sale documentation, including quotations and supporting information.
Process new business applications through to completion across pensions, investments, and other financial planning products.
Ensure all relevant client documentation is accurately maintained on the back-office system.
Ensure client withdrawals are processed by providers in a timely manner and followed through to completion.
Liaise with clients, advisers, and product providers to ensure tasks are completed efficiently and deadlines are met.
Answer inbound calls and make outbound calls as required.
Book appointments and assist with diary and calendar management.
Carry out general administrative and office duties as required.

Ideal Requirements

Previous experience in a similar role within a financial services business is desirable.
Experience producing valuations and preparing reports would be advantageous.
Experience using Intelligent Office and Dynamic Planner would be beneficial.
Strong organisational skills, with the ability to manage and prioritise workloads effectively.
Excellent attention to detail and a high level of accuracy.
Customer-focused approach with a commitment to delivering exceptional service.
Excellent communication, interpersonal, and relationship-building skills.
Confident and professional telephone manner.
Strong team player with the ability to work collaboratively.
Good working knowledge of Microsoft Office applications.

Benefits

25 days' annual leave plus bank holidays.
An additional day's annual leave is awarded for each completed year of service, up to a maximum entitlement of 27 days.
Company pension scheme.
Birthday leave.
Study support.
Death in Service benefit.

Job Type: Full-time

Pay: £26,000.00-£30,000.00 per year

Benefits:

Company pension
Life insurance
Sick pay

Application question(s):

List three reasons why you would be a suitable candidate for this role? (No AI responses)

Experience:

Administrative: 1 year (preferred)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in standish, gtm

IFA Administrator - Full Time

Customer Support Administrator (Debt Advice)

Financial Services Administrator - prior IFA experience essential

Administrator

Wealth Management Administrator

Central Operations Administrator

Pensions Administrator

Administrator

Junior Administrator

Senior Pensions Administrator

Experienced Paraplanner

Principal Pensions Administrator

Experienced Administrator for an Independent Financial Adviser (IFA)

Client Support Administrator

IFA Administrator

Client Services Administrator

Employee Benefits Administrator

Paraplanner (Chorley)

Senior Pension Administrator

Senior Paraplanner

I want to receive the latest job alerts for financial advisory support occupations in standish, gtm

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