Financial Planning Administrator

2 days ago


St Helens, St. Helens, United Kingdom The Eventus Recruitment Group Full time
Financial Planning / IFA Administrator Job Opportunity

Eventus Recruitment Cheshire is seeking a highly skilled Financial Planning / IFA Administrator to join their modern and fast-paced team in St Helens. As a key member of the Wealth Advisory Team, you will be responsible for providing administrative support to the Financial Planning / IFA team, ensuring a high-quality client experience at all times.

Key Responsibilities:
  • Prepare client meeting documents and ensure accuracy
  • Support and complete LOA processes, new business submissions, and data input for internal systems
  • Conduct general administrative work, including call handling, letter production, and fact find preparation
  • Monitor and complete workflow Info Inbox tasks, maintaining business logs using the internal CRM system
  • Liaise with product providers and other relevant third parties to ensure client requirements are met
Person Specification:
  • Excellent eye for detail and sensitivity to data
  • Excellent work ethic and enthusiasm for the role
  • Team player with ability to work independently and without close supervision
  • Proactive and able to use initiative to work towards deadlines
  • Organised, flexible, and responsive to a fast-paced environment
Benefits and Rewards:
  • Competitive basic salary
  • 23 days holiday (rising to 28) + bank holidays + Birthday as additional day
  • Study support for CII, LIBF qualifications
  • Death in service benefit after 12 months
  • Great progression opportunities
  • Free Parking
  • Lots of team / social events
  • Company Pension

About the Company:

The Eventus Recruitment Group is an award-winning recruitment specialist operating in the Legal, HR, Finance, and Accountancy sectors across the UK. We welcome applications from candidates of all backgrounds and circumstances.



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