Financial Services Administrator

3 weeks ago


Preston Deanery, United Kingdom Nelson Scott LLP Full time

Our client is looking for a graduate to join their team who has a keen interest in Financial Planning.

They will fully support you with exams and training.

Day to day you will be working as an Administrator, supporting the Paraplanner and Advisors within the firm.
- processing new business
- initial point of contact for clients
- assisting the Paraplanner with research/illustrations
- client valuations

A fantastic entry level role within a well establish Financial Planning firm offering fully independent advice to clients.


  • Ifa Administrator

    1 month ago


    Preston, United Kingdom Trafford & Houghton Financial Planning Ltd Full time

    **Overview**:An excellent opportunity for an Administrator has arisen to join a small reputable IFA practice in Preston. **Key Skills**:You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when...


  • Preston, Lancashire, United Kingdom Juniper Full time

    Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We are committed to providing the training and support to help all our staff reach their full potential. 2 years’ experience working in an administrative role at a financial advice firm. ~ Someone with attention to detail and a passion for process,...


  • Preston, Lancashire, United Kingdom Juniper Full time

    Juniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We are committed to providing the training and support to help all our staff reach their full potential. 2 years’ experience working in an administrative role at a financial advice firm. ~ Someone with attention to detail and a passion for process,...

  • Ifa Administrator

    1 month ago


    Preston, United Kingdom Heat Recruitment Full time

    Wealth Administrator / IFA Administrator / Financial Planning / Wealth Management / IFA / Financial Advice / Financial Adviser / Financial Planner / Financial Advisor / CII / DipPFS / DipFA / LIBF / AAT / ACCA / Tax / RO3 **Location -** Preston, UK **Salary -** £23,000-£25,000 **Duration -** Permanent, full time A national wealth management firm are...


  • Preston, United Kingdom Children and Family Court Advisory and Support Service Full time

    **Details**: **Reference number**: - 272018**Salary**: - £19,584 - £22,239**Job grade**: - Administrative Officer**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Full-time**Number of jobs available**: - 1Contents Location About the job **Benefits**: Things you need to know Location -...


  • Preston, United Kingdom Alston View Nursing and Residential Home Full time

    DRIVEN BY A COMMITMENT TO DELIVER THE HIGHEST QUALITY OF CARE Gray Care Group are a family run provider who strive to create an environment where the care of our residents and colleagues is at the front and centre of all we do. Enriching the lives of those who we are fortunate enough to share our homes with is at the forefront of what we do. Our...


  • Preston, United Kingdom Lancashire Teaching Hospitals Full time

    Job overview Do you enjoy delivering a high quality customer service to people, are you enthusiastic and proactive? If Yes this role could be fore you! We are looking for a proactive and enthusiastic administrator to to join our Employee Services Department. In this role, you will be responsible for providing excellent customer service to our NHS...


  • Preston, United Kingdom Citizens Advice Full time

    **Position**: Advice Services Administrator **Location**: Preston Citizens Advice **Closing date**: 15 December 2023 **Role details**: Job title: Advice Services Administrator **Location**: Preston Citizens Advice **Salary**: £20,202 For FT role Salary pro rata: Yes London allowance: No Hours per week: 26 Type of...


  • Preston, United Kingdom J.A. Financial Planning Ltd Full time

    managing diaries and organising meetings and appointments, often controlling access to the manager/executive - booking and arranging travel, transport and accommodation - organising events and conferences - reminding the manager/executive of important tasks and deadlines - typing, compiling and preparing reports, presentations and correspondence - managing...

  • Chempac Administrator

    1 month ago


    Preston, United Kingdom Veolia Full time

    **Salary: £15,000 per annum plus Veolia benefits** **Hours: 25 hours per week (Monday to Friday 9:30 - 14:30)** **Location: Preston, Lancashire, PR2 5NQ** When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It’s why we’re looking for someone who’s...

  • IFA Administrator

    2 weeks ago


    Preston, United Kingdom Juniper Full time

    Job DescriptionWho we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if...

  • IFA Administrator

    4 weeks ago


    Preston, United Kingdom Juniper Full time

    Who we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do say so...

  • Administrator

    3 weeks ago


    Preston, United Kingdom Adecco Full time

    Job Title: Administrator (Temporary) Industry: Finance Contract Type: Temporary Number of Positions: 2 Start Date: May 8, 2024 End Date: June 7, 2024 - Potential to be extended Working Pattern: Full-time - 9am - 5pm (40 min lunch break) We are currently seeking two experienced Administrators to join our client's finance team on a temporary basis....


  • Preston, United Kingdom MMBA Accountants Full time

    Accounts administrator responsibilities include reviewing and reconciling accounts, processing payments to external partners, employee payroll and maintaining updated records of invoices and receipts. To be successful in this role you should have a finance or accounting background and be familiar with bookkeeping. Ultimately, you will ensure that we process...

  • Risk Co-ordinator

    3 weeks ago


    Preston, Lancashire, United Kingdom THC Recruitment Full time

    Supporting the Head of Asset Management, this role assists in valuations, disposals, and portfolio analysis. Key objectives include aiding decision-making on collateral values, supporting asset disposal, and contributing to projects like portfolio revaluation and monthly reporting. This role offers significant growth potential, as the individual will...


  • Preston, United Kingdom Essential Employment Full time

    Personal Assistant/Administrator based in Preston and the rate is £12.09 PAYE This is a full time role working on a temporary contract. The reference number is: RQ950851 To provide support to Executive Dean/Heads of School with finance processes in relation to Corporate/Purchasing Card, booking and arranging travel, accommodation, conferences, purchasing...

  • Administrator

    4 weeks ago


    Preston, United Kingdom Practice Plus Group Full time

    **About The Role**: **UNLOCK YOUR BEST WORK LIFE** **+ MAKE A DIFFERENCE TO EVERY LIFE** We have an exciting opportunity for an administrator to join our Primary Care team at HMP Kirkham, a **category** D** Prison located in **Kirkham, Lancashire.** **Salary** This position is full time, you’ll receive an annual salary of £23,625 - £26,145 ‬per...

  • Service Coordinator

    1 month ago


    Preston, United Kingdom Pakawaste Engineering Services Ltd Full time

    **Service Coordinator Core Job Requirements & Duties** - A strong sense of organisation - Time Management, Proactiveness - Proven experience as a Service Coordinator or a similar role - An ability to work well within a team - Understanding Inclusion & Ethical standards the company adhere to - Willingness to learn and adapt accordingly - Driven and...

  • Case Administrator

    1 month ago


    Preston, United Kingdom Ministry of Justice Full time

    **Case Administrator - Unpaid Work (North West) - 72614** **£19,087 - £23,182** **Preston**: **Case Administrators play a vital support role in probation teams, **Helping to keep the public safe. Giving people the chance to turn their lives around. Building a rewarding professional career. **We’re looking for empathetic, patient and organised people to...

  • Repairs Administrator

    4 weeks ago


    Preston, United Kingdom Venn Group Full time

    Job Title: Repairs Planner Reference Number: J75573 Venn Group has been approached by a leading housing association in Preston to recruit for an Repairs Administration Assistant on a temporary basis. The duties, of which experience is essential, will include: - Updating and maintaining databases and customer records - Assisting Planning team in...