Financial Planning Administrator

6 months ago


Chorley, United Kingdom Capio Recruitment Full time

**Job Title: Financial Planning Administrator**

**Location: Chorley, Preston**

**Salary: £24,000 - £30,000 + Bonus Scheme**

Our client is seeking a highly skilled and motivated Financial Planning Administrator to join the existing team and provide support to the companies Independent Financial Advisers. (IFA) and members of the Senior Leadership Team (SLT). You will play a pivotal role in providing comprehensive administrative support to your IFA while contributing to the overall success and growth of our business.

The business has a fun, friendly and dynamic working environment, the company is big on rewarding high performers and is pushing to become the industry’s best place to work

**Key Responsibilities**:

- Provide high-level administrative assistance to your dedicated IFA, including but not limited to managing calendars, arranging client meetings, preparing reports, and handling correspondence.
- Utilise your technical proficiency in financial planning tools, software, and systems to streamline processes, analyse data, and assist in the creation of financial plans and investment strategies.
- Collaborate closely with the IFA in servicing client accounts, ensuring timely responses to client inquiries, managing documentation, and assisting in delivering exceptional client experiences.
- Work collaboratively with the senior leadership team, contributing insights, participating in strategy sessions, and supporting initiatives aimed at enhancing operational efficiency and business growth.
- Maintain a strong understanding of regulatory requirements within the financial services industry, ensuring all administrative practices and client interactions adhere to compliance standards.
- Foster a positive and engaging working relationship with the IFA, embracing their affinity for good-hearted banter while maintaining professionalism and delivering outstanding support.

This position offers an exciting opportunity to work closely with a dynamic IFA, contributing to the success of our business and enhancing client experiences through comprehensive administrative support and technical expertise.

If you are a hardworking, technically minded professional with a passion for providing exceptional support to IFAs and thrive in an environment that embraces camaraderie and good-hearted humour, then this is the role for you

**Synonyms**: Financial Planning Administrator, Financial Service Administrator, Wealth Management Administrator, Financial Planning Support, Client Services Associate

INDJOE#

Reference ID: 3811

**Salary**: £28,000.00-£34,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: Hybrid remote in Chorley

Reference ID: 3925



  • 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...


  • 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...


  • Chorley, United Kingdom Tempest Jones Full time

    **Financial Planning Administrator - Chorley** Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team? If the answer is yes, then read on! Tempest Jones have a fantastic vacancy for a Financial Administrator to join a busy Chorley Office...


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

    **Financial Administrator** **Location: Clayton-Le-Woods, Chorley (PR6)** **Salary: £25,000 per annum** Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc. An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice....


  • Chorley, United Kingdom Ortus PSR Full time

    **About us** We are professional, agile and professional. Our work environment includes: - Modern office setting - Food provided - Modern office setting A leading IFA firm in the financial services industry is looking to hire an Administrator, the team are committed to providing exceptional service and expertise to clients. With a focus on integrity and...


  • Chorley, Lancashire, United Kingdom Mitchell Hall Consulting Full time

    Paraplanner OpportunityMitchell Hall Consulting is seeking a skilled Paraplanner to join their team in Chorley. The role involves supporting the wealth management practice with administrative tasks, data analysis and financial planning.The ideal candidate will have 1-2 years of experience in paraplanning and be close to achieving Level 4 Diploma in Financial...


  • Chorley, United Kingdom Prestige Recruitment Group Full time

    **Financial Administrator** **Chorley, Lancashire** **Salary: £23,000 - £27,000** We are delighted to be working with a Lancashire based and award winning Financial Planning Management Practice based near Chorley. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services company in...


  • 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...


  • Chorley, Lancashire, United Kingdom IDEX Consulting Full time

    Job Description: Chartered Planning AdministratorEstimated Salary: £28,000 - £32,000 per annumA leading chartered financial planning business in Chorley seeks a highly motivated and organized Chartered Planning Administrator to join their team. The ideal candidate will have excellent communication skills, be able to work independently and as part of a...


  • 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...


  • Chorley, Lancashire, United Kingdom Forrest Recruitment Full time

    Job Title:Financial Planning SpecialistLocation:Chorley, UKJob Type:PermanentSalary:Up to £32,000 per annum (dependent on experience)Job Summary:We are seeking a highly motivated Financial Planning Specialist to join our team in Chorley. This is a great opportunity for someone with a strong background in finance to develop their skills and knowledge in...


  • Chorley, United Kingdom AFR Consulting Full time

    Job Summary\A dynamic Financial Planning Manager is required by AFR Consulting to lead the development of budgets and forecasts for their clients in the FMCG manufacturing sector. The ideal candidate will have a strong background in financial planning and analysis, with experience in preparing budgets and forecasts for large-scale businesses.\About the...


  • Chorley, Lancashire, United Kingdom Reed Full time

    Financial Planning and Management PositionWe are seeking a skilled Financial Planner and Manager to join our team at Reed. This role offers a unique opportunity to play a crucial role in future financial planning, manage and influence the financial strategy, liquidity, and cash flow of our organisation.Key Responsibilities:Cash Flow Management: Monitor the...


  • Chorley, Lancashire, United Kingdom IDEX Consulting Full time

    Are you an experienced administrator looking for a new challenge in the financial planning industry? We are seeking a skilled IFA Administrator to join our team in Chorley. The ideal candidate will have excellent organizational skills and be able to maintain accurate records of client information.Key Responsibilities:Pipeline - ensure all business is...


  • Chorley, Lancashire, United Kingdom AFR Consulting Full time

    Job Title: Financial Planning ManagerSalary Range: £60,000 - £80,000 per annumAbout the RoleA leading FMCG manufacturing company in Lancashire is seeking a Financial Planning Manager to join their team. As a key member of the finance department, you will be responsible for preparing budgets and forecasts for all departments across the business.The ideal...


  • Chorley, Lancashire, United Kingdom Forrest Recruitment Full time

    Job Summary:A talented Management Accountant is required to join our client in Chorley. As a key member of the Finance team, you will play a vital role in supporting the business with financial reporting, bookkeeping, and payroll processing.About the Role:This is a hands-on, busy office environment where you will work closely with the Finance team to prepare...


  • Chorley, Lancashire, United Kingdom Mitchell Hall Consulting Full time

    Established in the field of long-term financial planning, Mitchell Hall Consulting is a leading Chartered Wealth Practice seeking to expand its team with an experienced Paraplanner. This dynamic role will be based in their Chorley office.A competitive salary up to £34,000 and attractive benefits package await the successful candidate. With flexibility for...


  • Chorley, Lancashire, United Kingdom Avove Limited Full time

    About Avove Limited">We're passionate about creating an inclusive and supportive work environment.As a Controller of Financial Planning at Avove Limited, you will have the opportunity to develop and implement financial strategies that drive business growth. Our company is committed to providing comprehensive training and continuous development to help you...


  • Chorley, Lancashire, United Kingdom Workman LLP Full time

    About the RoleWe are seeking an experienced Senior Financial Administrator to join our team as a Commercial Property Accounting Specialist. The successful candidate will be responsible for daily accounting processes and monthly reporting of diverse property portfolios, including commercial, industrial, and retail properties.This role involves building...


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

    Are you an experienced financial adviser looking for a new challenge?We are pleased to be working with a well-established, independent wealth management firm based in Lancashire.This exceptional opportunity allows you to join a strong advice team and manage and develop an existing client bank.You will offer clients a quality financial planning advice...