Paraplanner Work, Jobs in Heysham, Lan (with Salaries)

IFA Administrator
TEMPLEGATE RECRUITMENT —Lancaster
- £28,000 - £35,000 a year
- IT
- School
- Time management
3d

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IFA Administrator

TEMPLEGATE RECRUITMENT
Lancaster

Apply Now

Job details

Permanent
£28,000 - £35,000 a year
3 days 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.

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