Advisory Administrator

7 hours ago


Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time

A reputable Chartered Financial Planning firm invites applications for a Receptionist Administrator to join their established team in the UK. With over 20 years of experience in providing top-notch services, they pride themselves on fostering a supportive work environment and offering attractive benefits.

The successful candidate will collaborate with experienced professionals to deliver bespoke financial planning solutions to clients, encompassing responsibilities such as:

  • Handling incoming calls and redirecting inquiries efficiently.
  • Providing support with administrative tasks and reporting requirements.
  • Working alongside Financial Planners to schedule and prepare client meetings.
  • Maintaining accurate records and data entry.
Key Requirements
  • A proven background in the Financial Advisory sector, demonstrating expertise in organizational operations.
  • Familiarity with financial procedures is also crucial for success.
  • This exciting opportunity includes a comprehensive compensation package featuring:
    • Annual leave entitlements increasing with service
    • Pension scheme access with complimentary financial guidance
    • Company-provided sick pay
    • Support for maternity, paternity, and adoption leave
    • Balanced work-life flexibility
    • Access to company events

This role offers a chance to contribute to delivering exceptional financial services within a collaborative team environment. If you have the relevant skills and experience, we invite you to submit your application.

Estimated salary: £32,000 per annum based on experience.



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