Financial advisory support occupations Work, Jobs in Hindley, Gtm (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
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- IT
- Flexible schedule
5d
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
Financial Planning Administrator - 12-month FTC
Attivo Group —Liverpool
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Administrator
Hoxton Wealth —Liverpool
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
7d
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
5d
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
9d
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
7d
Principal Pensions Administrator
3173 —Manchester
- Full-time
- Remote
- Presentation skills
- Organisational skills
- Leadership
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
Senior Pension Administrator
Aptia Group —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Senior Pensions Administrator
First Actuarial —Manchester
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Employee discount
- Referral programme
5d

I want to receive the latest job alerts for financial advisory support occupations in hindley, gtm

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisory support occupations jobs near hindley, gtm

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

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 advisory support occupations jobs in hindley, gtm

Financial Services Administrator - prior IFA experience essential

Administrator (Financial Services)

Wealth Management Administrator

Experienced Paraplanner

Financial Planning Administrator - 12-month FTC

Financial Planning Client Administrator

Administrator

Paraplanner

Pensions Administrator

IFA Administrator

IFA Administrator

Paraplanner

Client Administrator - Manchester

Client Administrator

Principal Pensions Administrator

Paraplanner (Chorley)

Pensions Administrator

Senior Pension Administrator

Senior Pensions Administrator

Paraplanner

I want to receive the latest job alerts for financial advisory support occupations in hindley, gtm

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected