Financial advisor Work, Jobs in Great Singleton, Lan (with Salaries)

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
4d
Tour Coordinator
OME for NST Travel Group —Blackpool
- Up to £26,694 a year
- Full-time
- Hospitality
- Customer service
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Mortgage Advisor
The Mortgage Experts —Thornton Cleveleys
- £60,000 - £100,000 a year
- Remote
Quick apply
HOUSING SERVICES ADVISOR
Blackpool Coastal Housing —Blackpool
- £24,796 - £25,989 a year
- Full-time
- Computer literacy
- Microsoft Office
- Team management
- Annual leave
- Flexitime
Quick apply
11d
HR Advisor
Tandem Bank —Blackpool
- Up to £40,000 a year
- Monday to Friday
- Hybrid work
- Human resources
- Financial services
- Communication skills
- Annual leave
- Employee discount
Quick apply
New Homes Sales Advisor
Farrell Heyworth —Garstang
- £24,500 - £28,000 an hour
- Full-time
- Sales
- Customer service
- Contracts
Quick apply
3d
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
4d
Housing Options Officer (Housing Advice)
Lancaster City Council —Lancaster
- £31,022 - £36,363 a year
- Hybrid work
- Negotiation
- Annual leave
2d
Customer Sales Advisor
Halfords —Blackpool
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Senior Accountant - Fleetwood
Xeinadin —Fleetwood
- Mentoring
- Communication skills
- Tax experience
- Annual leave
- Employee assistance programme
Support Worker, Blackpool (Driver)
Langdale Road —Blackpool
- £27,381.51 a year
- Full-time
- Annual leave
- Employee assistance programme
HR Business Partner
TVS Supply Chain Solutions —Chorley
- Full-time
- Hybrid work
- Management
- Data analysis skills
- Human resources
- Free parking
- Employee assistance programme
Quick apply
Support Worker, Blackpool
Autism Initiatives —Blackpool
- £27,381.51 a year
- Full-time
- Annual leave
- Employee assistance programme
5d
Female Support Worker, Southport
Autism Initiatives —Southport
- £26,485.76 a year
- Full-time
- Annual leave
- Employee assistance programme
Support Worker (Driver)
Autism Initiatives —Tarleton
- £26,485.76 a year
- Full-time
- Annual leave
- Employee assistance programme
12d
Support Worker Waking Nights, Cleveleys
Autism Initiatives —Cleveleys
- £13.01 an hour
- Part-time
- Annual leave
- Employee assistance programme
5d
Head Of Finance
EG Group —Horwich
- From £95,000 a year
- Full-time
- Hybrid work
- Leadership
- Free parking
- Annual leave
Service Advisor
Arnold Clark —Preston
- £30,500 - £42,500 a year
- Customer service
- Computer literacy
- Organisational skills
- Employee discount
Quick apply
5d
Payroll Team Manager (12 month FTC)
BAE Systems —Preston
- £48,000 - £52,000 a year
10d
Service Manager
Arnold Clark —Preston
- From £0.01 a year
- Monday to Friday
- Sales
- Customer service
- IT
- Annual leave
- Employee discount
Quick apply

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Financial Services Administrator - prior IFA experience essential

Countrywide Financial Solutions
Lytham St. Annes

Quick apply

Job details

Full-time
Up to £28,000 a year
4 days ago

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Job Title: Financial Services Administrator

Location: Lytham

Contract: Full-time, Permanent

Hours: 37.5 hours per week

Salary: Up to £28,000

Countrywide Financial Solutions is a reputable and long-established firm based in Lytham, serving both personal and corporate clients throughout the UK. Due to continued growth and success, we are seeking to appoint a Financial Services Administrator to join our team.

We are committed to providing high-quality financial advice and services to our clients, ensuring they receive expert support with their financial planning needs. Previous experience with financial administration is essential and the ideal candidate will be motivated and driven, with the ability to manage their own workload and work to deadlines.

In return you will receive a competitive salary (dependent on experience) and benefits package together with the opportunity for hybrid working to ensure a greater work life balance.

Job Description:

Review Preparation: Prepare documentation for client review meetings, including portfolio valuations.
Client Service: Build and nurture strong client relationships, responding to enquiries and providing valuable support.
Record Keeping: Maintain accurate and up-to-date client records, including all compliance-related documentation.
Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
Paperwork: Process client review and new business applications within set timescales, whilst manging client expectations.
Team Collaboration: Work closely with financial advisors and paraplanning team members to deliver exceptional client outcomes.

Requirements:

Experience: Minimum of 2 years proven experience in an administrative role (or similar) within a busy IFA office, using a variety of investment platforms and IT systems to administer the financial planning process.
Technical Skills: A commitment to continuous learning and a proactive approach to developing and applying new skills. A basic knowledge of financial products would be advantageous.
Communication Skills: Excellent written and verbal communication skills with the ability to converse with clients, providers and third parties.
Attention to Detail: Excellent attention to detail and organisational skills in all aspects of the role, including multitasking and time management.
Team Player: Ability to work collaboratively within a team.
Proficient in Microsoft Office: High level of competency using Microsoft Office products including Word, Excel and Outlook.

We appreciate your interest in joining us. If you have not heard back within two weeks of submitting your CV, please assume that your application has not been successful on this occasion.

Pay: Up to £28,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in great singleton, lan

Financial Services Administrator - prior IFA experience essential

Tour Coordinator

Mortgage Advisor

HOUSING SERVICES ADVISOR

HR Advisor

New Homes Sales Advisor

Experienced Paraplanner

Housing Options Officer (Housing Advice)

Customer Sales Advisor

Senior Accountant - Fleetwood

Support Worker, Blackpool (Driver)

HR Business Partner

Support Worker, Blackpool

Female Support Worker, Southport

Support Worker (Driver)

Support Worker Waking Nights, Cleveleys

Head Of Finance

Service Advisor

Payroll Team Manager (12 month FTC)

Service Manager

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