Financial Services Administrator

5 months ago


Chorley, United Kingdom Prestige Recruitment Group Full time

**Financial Services Administrator**

**Chorley, Lancashire**

**Salary: £24,000 - £28,000**

We are delighted to be working with a Lancashire based and award winning Financial Planning Management Pract based near Chorley.

They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services company in the Lancashire area.

**The Role**:

- Liaising with product providers, clients and client representatives as and when required.
- Assisting advisers in the creation of client financial reports and letters.
- Preparation of client portfolio reviews.
- Working alongside the Paraplanners, preparing files for completion and making sure fully compliant.

**You**:

- Previous experience in Financial Planning and willingness to develop experience.
- Must have good attention to detail when working with client files.
- Strong communication skills and ability to build rapport.
- A natural ability with numbers, and a basic understanding of investments & Pensions.

This is an outstanding Financial Services job opportunity which offers long term career learning and development.

I would really like to hear from you to discuss this job opportunity.

Please click to apply:
**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Chorley: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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