Financial Planning Administrator

1 week ago


Lancashire, United Kingdom MB Fitzgerald Full time

**Financial Planning Administrator - Preston - Salary to £25,000 plus Benefits**

MB Fitzgerald are working with a highly respected Preston based firm of Financial Planners to recruit an additional member of staff to their busy team. This company specialise in providing Financial Advice, mainly on Pensions and Investments, to HNW individuals in the North-West. Due to increased business levels we are looking for a Financial Planning Administrator to join their team.

**Responsibilities**:

- Responsible for file preparation for meetings and existing business administration
- Provide specific product, provider and fund research
- Assisting administrators during busy periods and working in a team environment.
- Produce quotations
- Deal with providers
- Deal with clients
- Chase outstanding pipeline cases
- Chase outstanding fees

On Offer:

- Salary to £25,000 plus benefits
- Study support
- Progression opportunities and training
- flexible hours considered



  • 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,...

  • Administrator - Independent Financial Adviser (Ifa)

    Found in: Jooble UK C2 - 1 week ago


    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,...


  • Poulton-Le-Fylde, Lancashire, United Kingdom Burton Recruitment Limited Full time

    Our client a Financial Planners who has various offices across the NorthWest of England is seeking a Finance Administrator. You will play a crucial role in supporting the team of Financial Advisors and contributing to the overall success of the company. This is an excellent opportunity for individuals with strong organisational skills, attention to detail,...


  • Poulton-Le-Fylde, Lancashire, United Kingdom Burton Recruitment Limited Full time

    Our client a Financial Planners who has various offices across the NorthWest of England is seeking a Finance Administrator. You will play a crucial role in supporting the team of Financial Advisors and contributing to the overall success of the company. This is an excellent opportunity for individuals with strong organisational skills, attention to detail,...


  • Chorley, Lancashire, United Kingdom Page Personnel Sales Full time

    Their main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. Providing an efficient and effective administration service Monitoring and chasing up applications and other transactions across various platforms and providers Previous experience working in an IFA or financial...

  • Financial Planning

    2 weeks ago


    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. Chartered Financial Planner - Cumbria - Artemis Recruitment Consultants Financial Services Chartered Financial Planner - Cumbria Chartered Financial Planner - Cumbria Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of...

  • Financial Planning

    2 weeks ago


    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. Financial Planner (Chartered or working towards) - Cumbria - Artemis Recruitment Consultants Financial Services Financial Planner (Chartered or working towards) - Cumbria Financial Planner (Chartered or working towards) - Cumbria Our client is looking for a Private...


  • Blackburn, Lancashire, United Kingdom Kenton Black Ltd Full time

    Based on the outskirts of Blackburn, this fast paced, highly successful group boast a number of industry awards and are one of the fastest growth business units in the UK. Operating across the globe they offer state of the art offices, with a number of on-site facilities. Within easy commute from the M65, they are a business who strive on quality and...


  • Chorley, Lancashire, United Kingdom IDEX Consulting Ltd Full time

    My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Assist the business as and when required in various tasks upon request,...

  • Administrator - Independent Financial Adviser (Ifa)

    Found in: Jooble UK C2 - 2 weeks ago


    Chorley, Lancashire, United Kingdom IDEX Consulting Ltd Full time

    My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Assist the business as and when required in various tasks upon request,...

  • Financial Planning

    1 week ago


    Blackpool, Lancashire, United Kingdom Körber AG Full time

    If you are looking for a meaningful job where people work and act with passion, rethink the existing and always strive to find the best solution - you have come to the right place. We develop future technologies to conquer supply chain complexity, together. Overview Koerber is the home for passionate people who innovate, collaborate and love what they do....


  • Chorley, Lancashire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description Job Title: Financial Adviser Industry: Financial Planning Location: Chorley Salary: £45,000 Job Reference: 8966 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Chorley. The firm in question is...

  • Ifa Administrator

    6 days ago


    Lancashire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Lancashire £21000 28/04/2023 NJR13705 DESCRIPTION ADMINISTRATOR Eccleston Competitive 24 hours per week, 9am - 5pm (part time) **Benefits**: " Amazing working environment " Career Progression " Company pension " Discretionary Bonuses Key Responsibilities " Arranging client appointments " Preparing...

  • Ifa Administrator

    1 week ago


    Lancashire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Lancashire £21000 26/04/2023 NJR13705 DESCRIPTION ADMINISTRATOR Eccleston Competitive 24 hours per week, 9am - 5pm (part time) **Benefits**: " Amazing working environment " Career Progression " Company pension " Discretionary Bonuses Key Responsibilities " Arranging client appointments " Preparing...

  • Ifa Administrator

    1 week ago


    Lancashire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Lancashire £21000 24/05/2023 NJR13705 DESCRIPTION ADMINISTRATOR Eccleston Competitive 24 hours per week, 9am - 5pm (part time) **Benefits**: " Amazing working environment " Career Progression " Company pension " Discretionary Bonuses Key Responsibilities " Arranging client appointments " Preparing...

  • Ifa Administrator

    2 days ago


    Lancashire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Lancashire £21000 02/05/2023 NJR13705 DESCRIPTION ADMINISTRATOR Eccleston Competitive 24 hours per week, 9am - 5pm (part time) **Benefits**: " Amazing working environment " Career Progression " Company pension " Discretionary Bonuses Key Responsibilities " Arranging client appointments " Preparing...

  • Ifa Administrator

    1 day ago


    Lancashire, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Lancashire £21000 26/07/2023 NJR13705 DESCRIPTION ADMINISTRATOR Eccleston Competitive 24 hours per week, 9am - 5pm (part time) **Benefits**: " Amazing working environment " Career Progression " Company pension " Discretionary Bonuses Key Responsibilities " Arranging client appointments " Preparing...


  • Blackpool, Lancashire, United Kingdom Körber AG Full time

    If you are looking for a meaningful job where people work and act with passion, rethink the existing and always strive to find the best solution - you have come to the right place. We develop future technologies to conquer supply chain complexity, together. Overview Koerber is the home for passionate people who innovate, collaborate and love what they...

  • IFA Administrator

    1 week ago


    Preston, Lancashire, United Kingdom Juniper Full time

    Who we are at Juniper 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...

  • IFA Administrator

    Found in: Jooble UK C2 - 1 week ago


    Preston, Lancashire, United Kingdom Juniper Full time

    Who we are at Juniper 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...