Financial Planning Administrator

1 day ago


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

Your new career opportunity is with a respected, Chartered Financial Planning firm based in the UK. This established company has been providing exceptional financial services for over two decades.

As a key member of the team, you will be working closely with experienced professionals to deliver comprehensive financial planning solutions for clients. Your responsibilities will include:

  • Providing exceptional customer service by responding to phone calls and directing inquiries appropriately.
  • Supporting the team with reporting and other administrative tasks as required.
  • Collaborating with Financial Planners to arrange and prepare for client meetings.
  • Maintaining the accuracy of client records and data entry.
Requirements for Success
  • A background in the Financial Advisory sector is essential for this role, requiring a strong understanding of the organization's operations and processes.
  • Familiarity with financial procedures and software is also necessary.
  • The successful candidate can expect a competitive salary of £27,000 - £37,000 per annum, depending on experience, along with a range of benefits including:
    • 28 days annual leave increasing with service
    • Pension scheme access with free financial advice
    • Company sick pay
    • Maternity, Paternity and Adoption pay
    • Flexibility to balance work and personal life
    • Company events

This role presents an exciting opportunity to contribute to delivering high-quality financial services in a dynamic and supportive environment.



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