Financial Planning Administrator

7 months ago


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 innovation, they strive to deliver tailored solutions that meet each clients' unique needs and goals.

The salary for an IFA Administrator is up to £30,000

We are currently seeking a skilled and experienced Financial Services Administrator to join our clients dynamic team of Independent Financial Advisors (IFA). In this role, you will play a crucial part in supporting the IFA division by providing efficient and effective administrative assistance. Your responsibilities will include organising client information, preparing clear and concise documentation, staying updated on industry trends, and generating reports and presentations for various stakeholders.

Key Responsibilities:

- Collaborate with the IFA team to ensure seamless administrative support.
- Maintain accurate and organised client records and documentation.
- Stay informed about industry and market trends to provide valuable insights.
- Prepare reports, spreadsheets, and presentations for internal and external use.
- Assist with ad-hoc administrative tasks as needed.

Qualifications and Experience:

- Previous experience in a similar role within the IFA or financial services sector.
- Exceptional written and verbal communication skills.
- Strong attention to detail and ability to prioritize tasks effectively.
- Ability to work independently as well as part of a team in a fast-paced environment.

**Benefits**:

- Workplace Pension
- Death in Service
- 28 days annual leave plus Bank Holidays
- Remote working option - 1 day per week
- Career progression opportunities, supported learning, and development initiatives

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: Hybrid remote in Chorley



  • 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...


  • 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 Ortus PSR Full time

    **Financial Planning Administrator** **Location: Chorley** **Salary: £20,000 - £26,000** 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...


  • Chorley, United Kingdom Ortus PSR Full time

    **Financial Planning Administrator** **Location: Chorley** **Salary: £18,000 - £20,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain...


  • 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...


  • 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 Recruit Wealth Full time

    Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Chorley team. The business is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working...


  • 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 Burgh Recruitment Ltd (working with The St. James’s Place Partnership) Full time

    **Financial Administrator** **Location: Clayton-Le-Woods, Chorley** **Salary: £20,000 per annum** Working as part of the team for an Appointed Representative of St. James’s Place Wealth Management Plc, our clients practice provides expert financial advice to individuals, business owners, trustees, and charities throughout the North of West England and...

  • Administrator

    1 week 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,...


  • 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...

  • Administrator

    2 weeks ago


    Chorley, United Kingdom Adele Carr Financial Recruitment Full time

    **reference**: ADMINCHOR_1646079426 Administrator - Growing business **Vacancy Type**: Permanent **Location**: Chorley, Lancashire **Salary**: £20000 - £21000 per annum Aministrator £20k-£21k Chorley An exciting opportunity has arisen for an Administrator to join a rapidly growing business based in Chorley. Working closely with the Design,...


  • 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,...


  • 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...

  • Financial Planner

    1 week 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

    2 weeks 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...


  • 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...