Financial Administrator

2 weeks ago

Chorley, United Kingdom Perspective Financial Group Ltd Full time

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners.

We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term.

The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development.

Our Purpose, Vision and Values are at the core of what we do.

**Our Purpose**: We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.

**Our Vision**: To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.

**Our Six Values**:Our clients are at the heart of everything we do. Our six core values guide what we do every day:

- We are client-centric
- We will do the right thing
- We always deliver
- We become a trusted member of the family
- We continually set standards of excellence
- We believe in teamwork

**Position**:
We have a fantastic vacancy for an experienced Financial Administrator to join our expanding team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

**Office**: Perspective (North West) Ltd

**Hours**:Monday - Friday 9.00am - 5.00pm (35 hours)

**Salary**: Competitive dependant on experience and qualifications. Available upon request.

**Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare.

**Specific Responsibilities**:
The key duties of the role are:

- Client correspondence, written and verbal
- Processing New Business
- Preparation of client review packs
- Arranging client meetings and managing the Adviser’s diary
- Illustration requests
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Taking phone calls, inquiries and requests, and handling them where appropriate
- Back-office support

Due to the nature of the business, the role may also include additional responsibilities considered reasonable

**Requirements**:
**Role Requirements**:

- Previous experience working in a Financial Planning firm is essential.
- CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these
- Good working knowledge of IO and Platform experience essential.
- An understanding of Model Portfolios/DFMs preferable
- Ability to manage and prioritise workloads
- Excellent planning, organisational and multi-tasking abilities are essential
- Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
- Analytical and problem-solving skills
- Flexibility/ adaptability to cope with change
- Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
- Excellent communication skills at all levels

  • Financial Administrator

    4 days ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Financial Administrator

    6 days 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...

  • Administrator

    6 days ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

  • Payroll Administrator

    7 days ago

    Chorley, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: 18572_1680094689 Payroll Administrator **Vacancy Type**: Permanent **Location**: Chorley, Lancashire **Salary**: £24000 - £26000 per annum As Payroll Administrator, you will be part of a team responsible for processing the weekly and monthly payrolls for a portfolio of clients. This is an established business which offers excellent...

  • Group People Administrator

    2 days ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

  • Independent Financial Advisor

    Found in: Appcast UK C C2 - 1 week ago

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

    Job Title: Financial AdviserIndustry: Financial PlanningLocation: ChorleySalary: £45,000Job 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 passionate about making financial...

  • Independent Financial Advisor

    Found in: Appcast UK C2 - 1 week ago

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

    Job Title: Financial AdviserIndustry: Financial PlanningLocation: ChorleySalary: £45,000Job 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 passionate about making financial...

  • Independent Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

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

    Job Title: Financial AdviserIndustry: Financial PlanningLocation: ChorleySalary: £45,000Job 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 passionate about making financial...

  • Independent Financial Advisor

    Found in: Whatjobs ES C2 - 4 days ago

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

    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 passionate about...

  • Independent Financial Advisor

    Found in: Talent UK 2A C2 - 2 weeks ago

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

    Job Title: Financial AdviserIndustry: Financial PlanningLocation: ChorleySalary: £45,000Job 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 passionate about making financial...

  • IFA Administrator

    Found in: beBee jobs GB - 2 days 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...

  • Administrator / Graduate Administrator

    6 hours ago

    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 -...

  • Administrator / Graduate Administrator

    7 days ago

    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 -...

  • Group Finance Administrator

    6 days ago

    Chorley, United Kingdom Gillespie Recruitment Ltd Full time

    **Are you a Finance Administrator within the Chorley area, and looking for a new opportunity? If so, this may be the role for you!** Gillespie Recruitment are delighted to be work with our client, a leading care provider across the North West, in their search for a Group Finance Administrator! **Main Responsibilities include**: - Manage financial...

  • 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,...

  • Administrator - Independent Financial Adviser (Ifa)

    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,...

  • Finance Administrator

    2 weeks ago

    Chorley, United Kingdom Avove Full time

    **Who we are**: Avove is a new, independent utilities infrastructure business, formed from the utilities division of leading infrastructure services company, Amey. We design, build and maintain the UK’s utilities infrastructure to help transform local communities for the better. We are proud to work in partnership with our clients, including Severn...

  • Project Administrator

    Found in: Talent UK C2 - 1 week 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...

  • Independent Financial Advisor

    7 days ago

    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...

  • Independent Financial Advisor

    2 weeks ago

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

    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 passionate about...