Financial planner Work, Jobs in Lytham, Lan (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Blackpool
- £24,000 - £31,000 a year
- Microsoft Word
- Customer service
- Organisational skills
13d
Associate Financial Planner
RGH‑Global Limited —Blackpool
- Up to £50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
17h
Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Financial Planner
Partnership Recruitment —St Helens
- Hybrid work
- Business development
- School
Paraplanner
RGH‑Global Limited —Liverpool
- £38,000 - £50,000 a year
- Organisational skills
- Communication skills
- Analytics

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Associate Financial Planner
RGH‑Global Limited —Blackpool
Carrying out calculations and cash-flow modelling to underpin recommendations. Handling finance-related queries such as invoicing, billing and commissions.
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Financial Planning Associate - Chester
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Wealth Management Administrator

RGH‑Global Limited
Blackpool

Apply Now

Job details

Permanent
£24,000 - £31,000 a year
13 days ago

Qualifications

Microsoft Word
Financial planning
Meeting coordination
Contract preparation
Customer service
Stakeholder liaison
Administrative support experience
Internal department liaison
Microsoft Office Suite
Numeracy
Organisational skills
Communication skills
Client onboarding compliance checks

Full job description

Wealth Management Administrator

Location: Blackpool

Salary: £24,000-£31,000

About the Role

We are recruiting on behalf of our client, a respected wealth management firm, for a Wealth Management Administrator to join their Wealth Planning team. This is a fantastic opportunity for a detail-oriented administrator to support a team of Wealth Planners in delivering excellent outcomes for their clients.

You’ll provide vital administrative and client support, acting as a first point of contact with internal client services teams and external product providers, while ensuring all work is carried out accurately and in line with our client’s compliance framework.

The role also involves supporting Wealth Planners at client meetings, managing client administration, and keeping client records accurate and up to date across the firm’s systems. You’ll process new business applications, prepare documentation, and act as a trusted point of contact for clients where appropriate.

Key Responsibilities

Administrative Support

Maintain high standards of accuracy in line with our client’s documentation requirements
Support Wealth Planners with case submissions to the paraplanning team
Handle finance-related queries, including invoicing, billing, work-in-progress (WIP) and commissions
Prepare accurate Service Agreements where required
Work flexibly across different stakeholders and business areas as needed

Client Support

Coordinate central services (paraplanning, valuations, business processing) to support smooth planner workflows
Prepare and submit client due diligence (CDD) and new account documentation in line with AML procedures
Arrange client meetings and valuations, prepare meeting packs, and manage planners’ diaries
Complete post-meeting actions and produce accurate meeting minutes
Act as a first point of contact for general client queries, escalating complex matters to the relevant Planner, and adapting your approach sensitively for clients in vulnerable circumstances
Greet and host clients at meetings where required
Manage client correspondence and post
Prepare letters of authority for signature
Prepare client application forms in line with suitability report recommendations, ensuring timely and accurate processing
Maintain accurate client records on the firm’s CRM/planning system
Follow all internal processes and procedures as required

Additional Responsibilities

Contribute ideas for efficiency improvements and share best practice with colleagues
Carry out other reasonable duties as directed by management
Complete technical and other training as required
Stay up to date with industry and market developments, undertaking and recording CPD

Skills & Experience Required

Technical

Understanding of the end-to-end wealth/financial planning process (full training provided for those new to the role)
Good working knowledge of financial planning products
Previous administration experience (desireable)
Recent graduates looking to enter into Wealth Planning will also be considered

Systems

Proficient in Microsoft Office (Word, Excel, Outlook)
Experience with a client/planning management system such as XPlan (desirable)
Experience with cash-flow modelling software (desirable)

Regulatory Awareness

Understanding of relevant regulatory and compliance requirements, with the ability to identify and escalate concerns appropriately

Core Skills

Excellent customer service and interpersonal skills
Strong written and verbal communication skills
Good numerical ability
Excellent attention to detail and accuracy
Strong organisational and prioritisation skills

Apply Now

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financial planner jobs in lytham, lan

Wealth Management Administrator

Associate Financial Planner

Senior Paraplanner