Financial Services Administrator

11 hours ago


Bury, Borough of Bury, United Kingdom Heat Recruitment Ltd Full time

Financial Services Administrator Opportunity

**About the Role**

We are working with a long-standing Financial Advice practice in the Bury area, who are looking to expand their IFA Admin team. As a Financial Services Administrator, you will provide presales support to Paraplanners and Advisers, including preparation of Engagement Letters, requesting and receipt of application forms, creation of client files, fact finds, valuations, quotes, and letters of authority.

**Key Responsibilities**

- Provide administrative support to the IFA team
- Prepare Engagement Letters and other client documentation
- Manage client files and maintain accurate records
- Conduct fact finds and valuations
- Assist with quotes and letters of authority

**Requirements**

- Current experience of working within Financial Services, preferably as an IFA Admin
- Strong telephone and admin skills
- Knowledge of Pensions / Investments & ideally Trusts / IHT
- Confidence in managing workload and prioritising tasks

**What We Offer**

- Competitive salary of £27-32K depending on experience and qualifications
- Monday to Friday – office based but some flex on start / end times
- Opportunities to work up to Paraplanning and Adviser level
- Salary reviews
- Financial support for additional exams including chartered
- Pension

**How to Apply**

If you are interested in discussing this opportunity further, please contact Sam at Heat's Manchester office.



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