Financial administrator Work, Jobs in Lytham St. Annes, 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
6d
Credit Control Administrator
International Connections Group —Blackpool
- £24,750 - £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick apply
10d
TPS Administrator
Volkswagen —Preston
- £13,218 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
14d
Part-time Finance and Bookkeeping Administrator
The Cottage —Blackpool
- £15 - £22 an hour
- Part-time
- Hospitality
- Management
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
3d
TPS Administrator
Swansway Garages —Preston
- £13,218 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Free parking
- Employee assistance programme
14d
Bookkeeper/Administration
North Product Design Ltd —Preston
- £15 - £18 an hour
- Part-time
- English
- Accounting
- QuickBooks
Quick apply
9h
Bookkeeper/Administration
Belsfield —Bispham
- From £25,000 a year
- Part-time
- Accounting
- QuickBooks
- Data entry
Quick apply
5d
Bookkeeper/Administration
Belsfield Care —Bispham
- From £25,000 a year
- Part-time
- Accounting
- QuickBooks
- Organisational skills
Quick apply
4d
EXECUTIVE OFFICE COORDINATOR
TOYLAND —Preston
- From £13.50 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
6d
Home Administrator
HC-One - Dale Park —Southport
- £15.12 - £15.62 an hour
- Microsoft Office
- Organisational skills
- Time management
- Annual leave
- Employee assistance programme
Quick apply
Care Home Administrator
Orchard Healthcare Group —Preston
- From £14.71 an hour
- Full-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
Quick apply
10d
Travel Administrator
Lancaster University —Lancaster
- £26,093 a year
- Hybrid work
- Communication skills
Senior Administrator- Preston
Aimée Willow Connex —Preston
- Financial services
- Time management
Financial Planning Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
Care Home Administrator
Orchard Care Homes —Preston
- £14.71 an hour
- Part-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
10d
Customs Process Administrator
Customs Support Group —Liverpool
- Full-time
- Maths
- Communication skills
Mortgage Broker (Self Employed)
Mortgage Experience Ltd —Liverpool
- £50,000 - £120,000 a year
- Part-time
- Basic maths
- Financial services
- Flexitime
- Work from home
Quick apply
5d
Financial Performance & Systems Analyst
Reed In Partnership —Liverpool
- £45,000 - £55,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- SQL
- Annual leave
Finance Assistant
ICE Creates —Birkenhead
- £26,227.50 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Accounting
- Data entry
- Health & wellbeing programme
- Sick pay
Quick apply
3h
Payroll Administrator
Xeinadin —Preston
- Computer literacy
- Annual leave
- Employee assistance programme

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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
6 days ago

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 administrator jobs in lytham st. annes, lan

Financial Services Administrator - prior IFA experience essential

Credit Control Administrator

TPS Administrator

Part-time Finance and Bookkeeping Administrator

TPS Administrator

Bookkeeper/Administration

Bookkeeper/Administration

Bookkeeper/Administration

EXECUTIVE OFFICE COORDINATOR

Home Administrator

Care Home Administrator

Travel Administrator

Senior Administrator- Preston

Financial Planning Client Administrator

Care Home Administrator

Customs Process Administrator

Mortgage Broker (Self Employed)

Financial Performance & Systems Analyst

Finance Assistant

Payroll Administrator

I want to receive the latest job alerts for financial administrator in lytham st. annes, lan

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