Client advisor Work, Jobs in Lytham, 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
Collections Agent - no evenings/weekends!
Capita —Preston
- £25,155 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Occupational Health Advisor
Optima Health —Preston
- Up to £46,000 a year
- Full-time
- Remote
- Case management
- Travel
- Paid training
- Annual leave
Mortgage Advisor
The Mortgage Experts —Thornton Cleveleys
- £60,000 - £100,000 a year
- Remote
Quick apply
Paralegal (Commercial Litigation)
Forbes Solicitors —Preston
- Full-time
- Hybrid work
- Microsoft Outlook
- Business development
- IT
- Annual leave
- Employee discount
14d
Market Analyst
Inspired —Kirkham
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Microsoft Office
- Life insurance
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
Employment Advisor
Get Set UK 1 —Bootle
- £26,500 - £29,000 a year
- Remote
- Business development
- IT
- Communication skills
- Annual leave
Quick apply
12d
SHE Advisor
M Group —Preston
- £40,000 - £45,000 a year
- Overtime
- Contracts
- Annual leave
- Employee assistance programme
Appointment Setter
HS Consultancy Group —Preston
- £420 - £1,200 a week
- Full-time
- CRM software
- Sales
- English
Quick apply
12d
Energy Surveyor
Inspired —Kirkham
- Full-time
- Microsoft Word
- Microsoft Excel
- Travel
- Life insurance
Health & Safety Co-ordinator
Thompson Contracts (Blackpool) Limited —Blackpool
- £13 - £17 an hour
- Temporary
- In-person
- Free parking
Quick apply
New Homes Sales Advisor
Farrell Heyworth —Garstang
- £24,500 - £28,000 a year
- Full-time
- Sales
- Customer service
- Contracts
Quick apply
Holiday Home Sales Executive
Haven —Blackpool
- Full-time
- Sales
- Communication skills
- Employee discount
Quick apply
9d
HSEQ Advisor - North
Apleona —Preston
- £40,000 - £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Employee discount
Bladder and Bowel Specialist Nurse - Adult
Blackpool Teaching Hospitals NHS Foundation Trust —Lytham St. Annes
- £39,959 - £48,117 a year
- Part-time
- Nursing
4d
Partnership and Property Manager
Eric Wright Group Limited —Preston
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
Quick apply
12d
Environmental Advisor
M Group —Preston
- Overtime
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Outbound Telesales Advisor
HS Consultancy Group —Preston
- £419 - £1,200 a week
- Full-time
- CRM software
- Sales
- English
Quick apply
Food Service Auditor, Blackpool (Independent Contractor)
NSF International —Blackpool
- Weekend availability
- Hospitality
- Microsoft Office
- Driving
- Flexible schedule

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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

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

client advisor jobs in lytham, lan

Financial Services Administrator - prior IFA experience essential

Collections Agent - no evenings/weekends!

Occupational Health Advisor

Mortgage Advisor

Paralegal (Commercial Litigation)

Market Analyst

Experienced Paraplanner

Employment Advisor

SHE Advisor

Appointment Setter

Energy Surveyor

Health & Safety Co-ordinator

New Homes Sales Advisor

Holiday Home Sales Executive

HSEQ Advisor - North

Bladder and Bowel Specialist Nurse - Adult

Partnership and Property Manager

Environmental Advisor

Outbound Telesales Advisor

Food Service Auditor, Blackpool (Independent Contractor)

I want to receive the latest job alerts for client advisor in lytham, lan

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