Financial planner Work, Jobs in Hartford, Chs (with Salaries)

IFA Administrator
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Annual leave
- Life insurance
Quick apply
15h
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
14h
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
13d
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Planning Administrator - 12-month FTC
Attivo Group —Liverpool
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
11d
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
10d
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave

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IFA Administrator

Burfield Financial Planning
Northwich

Quick apply

Job details

Full-time
£26,000 - £30,000 a year
15 hours ago

Benefits

Annual leave
Company pension
Life insurance
Sick pay

Qualifications

Microsoft Office
Organisational skills
Financial services

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.
Maintain awareness of, and act in accordance with, all compliance and legislative obligations.
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.
Address client and intermediary enquiries professionally and promptly.
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.

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

22 days' annual leave plus bank holidays. (Three days of annual leave must be taken during the Christmas and New Year office closure).
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

Work Location: In person

Quick apply

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financial planner jobs in hartford, chs

IFA Administrator

Graduate Financial Planning Programme 2026