Financial Administrator

2 weeks ago


Chorley, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**Financial Administrator**

**Location: Clayton-Le-Woods, Chorley**

**Salary: £22,000 to £25,000 pa**

An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing Partner Practice.
You will be part of a fast-paced team, helping to collate information for the business. You will be employed by the Practice with full training and support provided.

Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. James’s Place Plc.
St. James’s Place is a leading and highly regarded FSE100 UK Wealth Management company which distribute a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

**The Role - Financial Administrator**

This role will require the individual to undertake case preparation activities in support of the financial advisers’ work, including the collation and analysis of information through contacting third parties by telephone, producing illustrations and valuations, preparation of client files for meetings and production of client reports.
You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients.

**Specifically your role will involve**:

- Contacting third party providers by telephone to obtain information
- Meeting and greeting clients
- Answering and directing phone calls
- Preparing client files for advisers’ meetings
- Managing the database of clients and workflow spreadsheets
- Preparing correspondence for clients and providers
- Producing reports for clients

Full training on the relevant internal systems will be given.

**About you**:
To be considered as our Financial Administrator, you will need
- GCSEs in Maths and English Grade C or above
- Ability to build rapport and manage client relationships
- Attention to detail
- Good Analytical skills
- Excellent Customer Service
- Excellent time management, prioritisation, and planning skills
- Enthusiasm for becoming an authority on the financial planning options for clients
- Strong working knowledge of Excel, Word and other Microsoft Office programs

It is essential that you are confident in dealing with third parties and can work with total discretion.



  • Chorley, United Kingdom Ortus PSR Full time

    **Financial Planning Administrator** **Location: Chorley** **Salary: £18,000 - £25,000** The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport...

  • HR Administrator

    3 days ago


    Chorley, United Kingdom The Progress Shed Full time

    The Role Our Client is looking for a full-time HR administrator role as they continue to grow as a business. This really exciting to role to join them and be part of the HR team supporting both the HR and busy Recruitment team. **The Business** Our client is a great Financial Planning firm with a good reputation, the whole team take pride in their work...


  • 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...

  • IFA Administrator

    1 week ago


    Chorley, Lancashire, United Kingdom gumtree Full time

    We are working with a successful financial services organisation near Chorley to recruit for an IFA Administrator to join their growing administration function. Client Details This firm is part of a growing group of IFAs, and has several offices across the North West. Their main headquarters is based near Chorley, which is a very busy office where you will...


  • Chorley, United Kingdom Carlton Mays Full time

    We are seeking an Administrator / Graduate Administrator for a firm of Independent Financial Advisers based in Chorley. The company offers excellent training and clear progression routes for the right person. **Tasks include**: - First point of contact for all clients - Ensuring the database is accurately updated - Preparation of client correspondence -...


  • 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,...


  • 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,...


  • Chorley, United Kingdom Murville Consultancy Full time

    My client is a market leading Financial Services organisation who are continuing to grow. As apart of their expansion plans they have an opportunity for a Mortgage Administrator to join their successful Mortgage division. You will be responsible for providing a comprehensive administrative support service to the Mortgage Advisers to ensure an efficient and...

  • Finance Assistant

    2 weeks ago


    Chorley, United Kingdom Four Financial Full time

    **Who are we looking for?** We are looking for an experienced Finance Assistant to work in a standalone finance position in Chorley. **Who will you be working for?** You will be joining a business with four sites across the Northwest. You'll be based in Chorley and will be reporting to the off-site CFO. You'll work alongside administration and operation...


  • Chorley, Lancashire, United Kingdom Accountable Recruitment Limited Full time

    Financial Controller Chorley - 3 days office / 2 days home £70,000 Enhanced pension A large business based in Chorley are recruiting for a Financial Controller to join the business and manage a small finance team. You will regularly be presenting to MD / CFO and will be responsible for the cash flow management, month end close, forecasting & divisional...


  • 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...

  • Project Administrator

    2 weeks ago


    Chorley, United Kingdom TVS-SCS Full time

    Job Overview To work as an integral part of the Business Implementation team, assisting with the creation of project documentation across new business implementations and supporting the Project Manager(s) with co-ordination of tasks, actions and communications to ensure efficient project delivery. Job Responsibilities As the Project Administrator you...


  • Chorley, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**:BBBH18449_1678799968 Accounts Assistant Part Time Vacancy Type: Permanent Location: Chorley, Lancashire **Salary**: £23000 - £25000 per annum Quick job search Latest jobs Payroll Administrator Vacancy Type: Permanent Location: Wrexham **Salary**: £24000 - £26000 per annum Finance Assistant Vacancy Type: Temporary Location: Astley,...


  • Chorley, United Kingdom DHS Full time

    **#BelongWithUs**: Come and join us as a Data Administrator and help us to exceed customer expectations and share our success in a committed and friendly environment **The role**: As As a Data Administrator, you’ll be committed to delivering an outstanding level of service. The Data Administrator will be responsible for data collection in various...


  • Chorley, Lancashire, United Kingdom CleverHR Full time

    Self Employed Financial Adviser, Chorley (TB-1470) £ - £ with initial financial support / Paraplanning & Admin provided This is a well-established and successful business that delivers comprehensive and holistic advice to clients across Chorley. With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating...


  • Chorley, United Kingdom Workman LLP Full time

    ABOUT THE ROLEAn Accounts Administrator who is responsible for the accounting processes of diverse property portfolio’s consisting of commercial, industrial & retail properties.The role will require regular and direct communication with the accounts team as well as our property managers.  You will work closely with the accounts team for your portfolio of...

  • Loan Analyst, Chorley

    3 weeks ago


    Chorley, United Kingdom Gold Group Full time

    Loan Analyst, Lancashire (Chorley). Salary £30,000 + Annual Bonus (Discretionary) We are actively looking to chat to candidates in the Lancashire area who would like to grow and develop their skills within the loan servicing / loan management space. Ideally you will be located in areas such as Preston, Wigan, Bolton, Horwich to enable an easy route to...


  • Chorley, United Kingdom Gold Group Full time

    Loan Analyst, Lancashire (Chorley).Salary £30,000 + Annual Bonus (Discretionary)We are actively looking to chat to candidates in the Lancashire area who would like to grow and develop their skills within the loan servicing / loan management space. Ideally you will be located in areas such as Preston, Wigan, Bolton, Horwich to enable an easy route to our...


  • Chorley, United Kingdom Simpson Judge Ltd Full time

    Simpson Judge are recruiting for a financial business in the Lancashire area. Due to an opening in the team, there is a permanent role available for a full-time personality Responsible for all aspects of purchase ledger maintenance across multiple companies Match, batch, code and log invoices per month, dealing with all queries arising Chase invoices for...

  • Accounts Manager

    4 days ago


    Chorley, United Kingdom AFR Consulting Full time

    This family owned business makes products that are enjoyed by customers all over the UK and beyond. From humble beginnings they have grown steadily and have recently invested in a modern new facility in the Chorley area to support further expansion. Ledby hands on Directors they are really passionate about what they do and this this has enabled them to...