Financial Planning Administrator
7 days ago
Financial Planning Administrator Salary: £26,000 - £30,000 + benefits Liverpool, Merseyside A growing, values-led financial planning firm is seeking a detail-focused Financial Planning Administrator to join their high-performing team. This is a key role at the heart of the client experience — not a back-office admin job. You’ll be the first point of contact for clients, support advisers and paraplanners, and keep cases progressing with accuracy and care. Key Responsibilities: Handling client queries professionally and promptly Maintaining accurate client records, valuations, and performance reports Coordinating fund switches, transfers, withdrawals, and provider paperwork Supporting investment, pension, and estate planning cases Producing and dispatching review packs and suitability letters Ensuring clean data and well-managed back-office systems Liaising with advisers, clients, and providers to keep workflows moving What We’re Looking For: 1+ year of IFA administration or financial services experience Strong understanding of pensions, investments, and platform processes Confidence using systems such as Intelliflo, FE, or Dynamic Planner Excellent communication skills and high attention to detail If you take pride in precision, enjoy keeping things running smoothly, and want to be part of a motivated team, we’d love to hear from you. Apply today. #J-18808-Ljbffr
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Financial Planning Administrator
19 hours ago
Liverpool, United Kingdom Lightside Financial Planning Full time**Overview** **The Role** The role of the Financial Administrator is to assist in providing administrative and technical support to the business. **Key Contributions and Outputs** - New and existing client communications and queries - Supporting the dealing with new enquiries and prospects - Supporting the dealing with existing client enquiries -...
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Financial Planning Administrator
7 days ago
Liverpool L TD, United Kingdom Lightside financial planning Full time £25,000 - £32,000 per yearJob OverviewWe are offering an exciting opportunity for a forward-thinking Financial Planning Assistant (IFA Administrator) to join our dynamic Chartered firm. This role is ideal for someone who is proactive, detail-driven, and ready to grow within a high-performing environment.As part of our team, you will support a wide range of financial planning...
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Financial Planning Administrator
3 days ago
Liverpool, United Kingdom Lightside financial planning Full time**Job Overview** We are offering an exciting opportunity for a forward-thinking Financial Planning Assistant (IFA Administrator) to join our dynamic Chartered firm. This role is ideal for someone who is proactive, detail-driven, and ready to grow within a high-performing environment. As part of our team, you will support a wide range of financial planning...
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Financial Planning Administrator
3 weeks ago
Liverpool, United Kingdom mbf. Full timeFinancial Planning Administrator – Financial ServicesLocation: Liverpool (Hybrid Working Available)Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefitsJob Type: Full-time, PermanentA highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning...
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Office Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom Douglas White Financial Planning Full time £16,000 - £23,000 per yearJob Title: Office AdministratorCompany: Douglas White Financial PlanningLocation: Liverpool, L24 9HJJob Type: Part-time - 16 to 18 hours per week - Hours per day/days per week negotiableSalary: From £12.71 depending on experienceReports To: Office ManagerAbout UsDouglas White Financial Planning is a leading financial services firm specialising in...
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Office Administrator
1 week ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeOffice Administrator – Part‑time Location: Liverpool, L24 9HJ Job Type: Part‑time – 16 to 18 hours per week (negotiable) Salary: From £12.71 per hour (depending on experience) Reports To: Office Manager About Douglas White Financial Planning Douglas White Financial Planning is a leading financial services firm specialising in tailored wealth...
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Financial Planning Administrator
2 weeks ago
Liverpool, United Kingdom mbf. Full timeFinancial Planning Administrator – Financial Services Location : Liverpool (Hybrid Working Available) Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type : Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning...
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Financial Planning Administrator
2 weeks ago
Liverpool, United Kingdom mbf. Full time**Financial Planning Administrator - Liverpool - Salary to £32,000 plus Bonus and Benefiits (potentially negotiable)** An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Liverpool. The organisation is well established,...
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Part-Time Office Administrator
1 week ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeA financial services firm in Liverpool is seeking a part-time Office Administrator to support office operations. The ideal candidate will have strong communication skills and attention to detail. Responsibilities include handling calls, managing correspondence, and preparing client information. This role offers a competitive salary starting from £12.71 per...
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Office Administrator
2 weeks ago
Liverpool, United Kingdom Douglas White Financial Planning Full time**About Us** Douglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives. With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to help our...
