financial planning administrator Work, Jobs in lytham (with Salaries)

Financial Planning Administrator
Attivo Group —Liverpool
- Full-time
- Hybrid work
- CRM software
- English
- Administrative experience
- Work from home
Quick apply
Financial Planning Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
14h
IFA Administrator
Capio Recruitment Financial Planning —Preston
- £25,000 - £35,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
5d
Administrator
Network Plus —Preston
- £27,976 a year
- Microsoft Excel
- Microsoft Office
- Communication skills
Quick apply
6d
Regional Operations Administrator - Northwest
Northern Healthcare —Accrington
- £28,000 - £30,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
12d
IFA Administrator
Search —Liverpool
- £24,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Administrative experience
- Financial services
- Work from home
5d
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Store discount
- Health & wellbeing programme
Quick apply
12h
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
Technical Operations Administrator
Cotopaxi Ltd —Wigan
- £40,000 - £50,000 a year
- Full-time
- Azure
- Oracle
- SQL
- Free parking
- Health & wellbeing programme
Quick apply
Administrator (Care Home)
New Springfield Care Home —Blackburn
- £13.50 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Technical Administrations Officer
Liverpool City Region Combined Authority —Wallasey
- £26,560 - £28,379 a year
- Temporary
- Microsoft Excel
- Microsoft Office
- SharePoint
- Employee assistance programme
- Employee discount
1d
Business Manager - Head of Operations
HM Prison & Probation Service —Birkenhead
- £30,001 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
13h
Service Advisor - Automotive
Kia UK —Bolton
- Full-time
- Customer service
- Microsoft Office
- Organisational skills
- Free parking
- Annual leave
Quick apply

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Financial Planning Administrator

Attivo Group -
Liverpool

Quick apply

Job details

Full-time

Benefits

Company pension
Work from home
Private medical insurance

Qualifications

CRM software
Financial planning
English
Administrative experience
Organisational skills
Time management

Full job description

Financial Planning Administrator

About Attivo:

Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

As a Financial Planning Administrator, you will play a pivotal role in supporting the financial planning team to deliver a seamless client experience. This role involves providing comprehensive administrative assistance and ensuring the smooth and efficient processing of client requirements. You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly.

The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

As a Financial Planning Administrator, you will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery.

This role would require the successful application to work from the office for a minimum of 3 days per week and could be based in any of our offices in Liverpool, Cheltenham, Reading (Theale), Fareham and Cardiff.

About the you:

You are a detail-oriented and highly organised professional with a strong background in financial planning administration. Your proven experience in supporting financial advisors and managing client information equips you to excel in maintaining accurate client records, processing updates, and handling onboarding and offboarding tasks. Proficient in maintaining CRM systems and ensuring data integrity, you prioritise clear communication and adherence to SLAs.

You have excellent time management skills and an ability to work effectively under pressure. You take initiative to review workflows, optimise processes, and support your colleagues to ensure smooth departmental operations. You have excellent interpersonal skills, along with a commitment to professionalism, discretion, and ethical conduct.

Essential skills and experience

Previous experience supporting a Financial Advisor

Experience working with platforms and providers, such as Abrdn, Aviva, Fidelity, AJ Bell etc.

Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English

Good organisational, time management skills and effective caseload management

Ability to work well under pressure while maintaining excellent attention to detail

Ability to work on own initiative, sometimes for long periods of time

Professional, ethical, and discreet

Desirable skills and experience

Relevant professional qualifications

Educated to a degree level would be advantageous

Key Responsibilities include:

The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.

Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.

Processing fund switches and claims for clients.

General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.

Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.

The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding, or removing fees

Support with Financial Planning Associates with MIFID statements as required.

Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.

In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.

Salary and benefits

Negotiable depending on experience

Attivo also offers:

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Cashplan

Income Protection

Critical Illness

Death in Service

Parking allowance

Generous holiday allowance, rising with length of service

Work from home and flexible working available

Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.

Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.

Quick apply

Refine Your Search

financial planning administrator jobs in lytham

Financial Planning Administrator

Financial Planning Client Administrator

IFA Administrator

Administrator

Regional Operations Administrator - Northwest

IFA Administrator

IFA Administrator

Client Administrator

Technical Operations Administrator

Administrator (Care Home)

Financial Adviser (Chorley)

Technical Administrations Officer

Business Manager - Head of Operations

Service Advisor - Automotive

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