Planner Work, Jobs in Prestatyn, Fln (with Salaries)

Financial Services Administrator / Client Manager
Beardmore and Company Ltd —Llandudno
- £30,000 - £36,000 a year
- Full-time
- Financial services
- In-person
- Communication skills
Quick apply
NEPTS Planner/Day Controller - NORTH WALES
Welsh Ambulance Service University NHS Trust —St. Asaph
- £26,813 - £27,890 a year
- Full-time
- English
- Organisational skills
- Typing
8d
Network Support Planner - Part Time 30 hours. 12 months FTC.
Iceland —Deeside
- Part-time
- Microsoft Excel
- Microsoft Office
- Communication skills
- Store discount
- Work from home
Production Scheduler/Planner
Rhino Products Ltd —Ellesmere Port
- £32,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- IT
- Health & wellbeing programme
- Sick pay
Quick apply
5d
Office Administrator
Aberconwy Scaffolding Ltd —Colwyn Bay
- £13 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Financial Advice Quality Assessor - Financial Planning - North
Atomos —Chester
- Hybrid work
- Analysis skills
- Communication skills
Senior Planner
Wood —Ellesmere Port
- Part-time
- Hybrid work
- Maintenance
- Project management
- Bachelor's degree
- Annual leave
- Life insurance
8d
Construction Planner
Watkin Jones —Chester
- Full-time
- Remote
- Construction experience
- Communication skills
- Annual leave
- Employee discount
Quick apply
14d
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Liverpool
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Senior Planning Officer
Wirral Council —Wirral
- £42,839 - £46,142 a year
- Full-time
- Hybrid work
- Annual leave
- Employee discount
6d
Senior P6 Project Planner
United Infrastructure —Mold
- Full-time
- Civil engineering
- Continuous improvement
- Travel
Quick apply
Asset Integrity and Reliability Engineer
Tata Steel —Shotton
- £40,000 - £45,000 a year
- Full-time
- Engineering
- Free parking
- Employee assistance programme
Senior Manager - Partnership & Business Development
Homes England —Leeds
- £59,631 - £69,548 a year
- Full-time
- Presentation skills
- Driving
- No degree
- Annual leave
- Employee assistance programme
6d
Road Transport Planner
Freightliner —Liverpool
- Full-time
- IT
- Communication skills
Senior Manager – Partnership & Business Development
Homes England —Liverpool
- £59,631 - £69,548 a year
- Full-time
- Hybrid work
- Presentation skills
- Driving
- No degree
- Annual leave
- Employee assistance programme
6d
Demand Planner
Cereal Partners Worldwide —Wirral
- £40,000 a year
- Full-time
- ERP systems
- Data analysis skills
1d
Transport Planner - Area Travel Planning and Development
Cheshire West and Chester Council —Chester
- Call to connect
- Computer literacy
- Communication skills
5d
Senior Development / Transport Planner
WSP —Liverpool
- Part-time
- Hybrid work
- Presentation skills
- Team management
- Communication skills
- Flexitime
- Work from home
8d
Surveyor & Installations Planner - Liverpool
Construo —Liverpool
- £28,000 - £32,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
- Employee discount
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply

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Financial Services Administrator / Client Manager

Beardmore and Company Ltd
Llandudno

Quick apply

Job details

Permanent | Full-time
£30,000 - £36,000 a year

Benefits

Company pension

Qualifications

Financial planning
Pension
Customer relationship management
Financial services
Communication skills
Certificate in Insurance

Full job description

Financial Services Administrator / Client Manager

At Beardmore and Co, we believe financial planning is about more than numbers. It is about building trust, doing the right thing and helping people feel confident about their future.

We are looking for a highly organised administrator with financial services experience, particularly pensions and investments, to join our growing team in Llandudno as a Client Manager. This is a meaningful role where you will build trusted client relationships and contribute to a high quality, personal service.

If you take pride in your work, enjoy supporting others and want to grow in a collaborative and values‑driven environment, we would love to hear from you.

What You Can Expect from Us

We are committed to supporting our people to grow and succeed. When you join Beardmore and Co, you can expect:

Structured career progression and mentoring, including a buddy from day one
Opportunity to attend client meetings and learn directly from Financial Planners
Salary in the region of £30,000 to £36,000 depending on experience and qualifications
Salary progression linked to exam success
Paid study time and funded exams
25 days holiday plus bank holidays, rising to 30 with service
Discretionary Christmas bonus
5% matched employer contributory pension
Training allowance with opportunities to attend industry events
Family friendly policies
Supportive, collaborative team environment with regular social activities
Permanent, full-time contract, Monday to Friday 9am to 5pm. Where preferred, consideration will be given to a 4-day working week for candidates that are highly experienced and qualified

The Role

As a Client Manager, you will work closely with our Financial Planners and colleagues to deliver a smooth and consistent client experience, taking ownership of your client relationships and supporting high quality financial planning.

Key responsibilities include:

Building long-term client relationships and acting as a key point of contact
Supporting and attending client meetings, producing clear notes
Researching and analysing products and services to meet client needs
Assisting Financial Planners in developing suitable financial strategies
Completing annual client reviews and maintaining accurate records
Using systems such as Analytics, Voyant, Xplan CRM and platforms such as Nucleus, Transact, A J Bell
Keeping your knowledge up-to-date to ensure we meet regulatory standards and always act in clients’ best interests

What Matters to Us

Clients come first. We act in their best interests
We do the right thing. Honest, transparent and professional
We work as one team and support each other
We keep things simple and communicate clearly
We take ownership and pride in our work
We are committed to continuous learning and improvement

About You

We are looking for someone who combines strong technical skills with the right mindset and behaviours.

You will have:

At least 2 years’ experience in financial services, particularly with pensions and investments
Excellent interpersonal and communication skills, both verbal and written
Strong organisation and attention to detail, with the ability to manage multiple priorities simultaneously
A collaborative approach and willingness to support colleagues
The confidence to take ownership and see tasks through to completion
A genuine commitment to delivering a high standard of client service

You take pride in your work, communicate clearly and always aim to do the right thing.

Candidates studying towards the CII Level 4 Diploma in Regulated Financial Planning (or equivalent) are preferred, but we will consider applicants who are motivated to learn and develop.

About Us

Founded in 1997, Beardmore and Co are a family business with a strong reputation for independent financial planning. We have built long standing relationships with clients across North Wales and the UK by focusing on trust, clarity and consistency.

We continue to invest in our people and technology so we can deliver a modern, efficient and personal service. We are committed to a supportive and inclusive workplace and welcome discussions about reasonable adjustments.

How to Apply

Please send your CV along with a short cover letter explaining why this Client Manager role interests you and what you would bring to the team.

We review applications as they are received, so early applications are encouraged.

Pay: £30,000.00-£36,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

Llandudno, Conwy: reliably commute or plan to relocate before starting work (required)

Application question(s):

Do you have at least 2 years’ experience in financial services, particularly with pensions and investments? (Essential) Yes or No

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

planner jobs in prestatyn, fln

Financial Services Administrator / Client Manager

NEPTS Planner/Day Controller - NORTH WALES

Network Support Planner - Part Time 30 hours. 12 months FTC.

Production Scheduler/Planner

Office Administrator

Financial Advice Quality Assessor - Financial Planning - North

Senior Planner

Construction Planner

Assistant Project Manager/ Project Manager (Water Sector)

Senior Planning Officer

Senior P6 Project Planner

Asset Integrity and Reliability Engineer

Senior Manager - Partnership & Business Development

Road Transport Planner

Senior Manager – Partnership & Business Development

Demand Planner

Transport Planner - Area Travel Planning and Development

Senior Development / Transport Planner

Surveyor & Installations Planner - Liverpool

Client Administrator

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