Financial administrator Work, Jobs in Heysham, Lan (with Salaries)

IFA Administrator
TEMPLEGATE RECRUITMENT —Lancaster
- £28,000 - £35,000 a year
- IT
- School
- Time management
1d
Purchase Ledger Administrator - James Hall & Co.
James Hall & Co Ltd —Preston
- Full-time
- Communication skills
- Free parking
- Annual leave
Quick apply
Receptionist/Administrator
Lewis Mitchell Solicitors —Clitheroe
- £24,784.50 - £38,542.74 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4d
Commercial Administrator
DES Energy Limited —Poulton le Fylde
- Full-time
- Microsoft Excel
- Customer service
- Administrative experience
- Free parking
Quick apply
8d
Technical Administrator (Export Control)
BAE Systems —Barrow-In-Furness
- From £24,242 a year
- Microsoft Office
- Data entry
- Communication skills
10h
Administration Assistant - Lakeside Hotel
Classic Lodges —Ulverston
- Part-time
- Microsoft Office
- Hotel
- IT
- Employee discount
10d
Senior Administrator- Preston
Aimée Willow Connex —Preston
- Financial services
- Time management
3d
Accounts Payable Administrator
Tandem Bank —Blackpool
- Up to £30,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- IT
- Communication skills
- Annual leave
- Employee discount
Quick apply
Credit Controller and Customer Services Administrator
International Connections Group —Blackpool
- £24,784.50 - £26,000.00 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick apply
Administration Assistant - Lakeside Hotel
Lakeside Hotel- Classic Lodges —Newby Bridge
- Part-time
- Microsoft Office
- Hotel
- Accounting
- Free parking
- Employee discount
Quick apply
10d
Administrator
Network Plus —Preston
- £27,976 a year
- Microsoft Excel
- Microsoft Office
- Communication skills
Quick apply
Senior Assistant & Office Administrator
TOYLAND —Preston
- From £13.50 an hour
- Full-time
- Management
- Administrative experience
- Supervising experience
- Free parking
- Store discount
Quick apply
13h
Stock Administrator
Mole Country Stores —Ulverston
- £10.85 - £12.71 an hour
- Part-time
- Organisational skills
- IT
- Communication skills
- Free parking
- Store discount
Netsuite Consultant
Ekco —Blackpool
- Remote
- ERP systems
- Project management
- Agile
- Annual leave
- Employee assistance programme
Quick apply
Payroll Administrator
Xeinadin —Preston
- Computer literacy
- Annual leave
- Employee assistance programme
1d
Commercial Administrator (Northwest)
Eric Wright Group Limited —Preston
- Full-time
- Microsoft Excel
- Project management
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Tender Administrator
Eric Wright Group Limited —Preston
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
- Annual leave
- Employee assistance programme
Quick apply

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Accounts Assistant
The Travellers Choice Coaches —Carnforth
Data entry and management of vehicle fuel consumption. Maintain organised filing systems for financial documents and records.
£30,000 a year
Quick apply
9d
Finance Assistant
Perch Group —Blackpool
Processing refund payments to customers. Manage the sales ledger duties such as raising invoices, matching client files and payments.
£28,000 - £30,000 a year
Quick apply
9d

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IFA Administrator

TEMPLEGATE RECRUITMENT
Lancaster

Apply Now

Job details

Permanent
£28,000 - £35,000 a year
1 day ago

Benefits

Company pension
Private medical insurance
Sabbatical

Qualifications

Financial planning
IT
Time management

Full job description

Posted: 11/06/26 Recruiter: TEMPLEGATE RECRUITMENT Reference: 3121137457 Type: Permanent Salary: £28,000 - £35,000 Annual Location: Lancaster, Lancashire Description:

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Advisor Support Administrator

Location:

Lancaster (office-based)

Salary & Benefits:

Competitive salary
5% employer pension contribution + NI repayment
10x salary death in service cover
Private medical insurance & cash plan
25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events)
9-day working fortnight
One-month paid sabbatical after 5 years' service
Company-funded exam support for one qualification

About the Company:

A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office.

Role Overview:

As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients.

Key responsibilities include:

Preparing and processing client documentation with accuracy and compliance.
Maintaining client records on the back-office system (Plannr).
Producing reports, valuations, and review packs.
Liaising with clients, providers, and internal teams.
Assisting with the smooth running of adviser support functions.

Required Skills & Experience:

Previous experience in IFA or financial planning administration (essential).
Strong knowledge of wealth management products and processes.
High level of accuracy and attention to detail.
Excellent organisational and time-management skills.
Confident communicator, able to liaise effectively with advisers, clients, and providers.
Proficient IT skills; experience with back-office systems (Plannr desirable).
Ability to work independently and as part of a team.

How to Apply

If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.

Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Apply Now

Refine Your Search

financial administrator jobs in heysham, lan

IFA Administrator

Purchase Ledger Administrator - James Hall & Co.

Receptionist/Administrator

Commercial Administrator

Technical Administrator (Export Control)

Administration Assistant - Lakeside Hotel

Senior Administrator- Preston

Accounts Payable Administrator

Credit Controller and Customer Services Administrator

Administration Assistant - Lakeside Hotel

Administrator

Senior Assistant & Office Administrator

Stock Administrator

Netsuite Consultant

Payroll Administrator

Commercial Administrator (Northwest)

Tender Administrator

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