Financial Planning Administrator - mbf. : Job Details

Financial Planning AdministratorLocation: LythamSalary: £23,500 - £27,000Hours: Monday to Friday, 9:00 am - 5:00 pm

An excellent opportunity has arisen for an experienced Financial Services Administrator to join a well-established and highly regarded firm of Independent Financial Advisors based in Lytham. Renowned for their professional yet personable approach, the firm has cultivated a loyal and collaborative team, offering a supportive working environment with clear opportunities for career progression.

• Processing new business applications efficiently and accurately
• Preparing client valuations and illustrations
• Liaising with product providers and third parties to ensure seamless administration
• Compiling pre-meeting documentation for financial advisers
• Assisting the paraplanning team with administrative tasks
• Providing comprehensive administrative support across the business
• Acting as a key point of contact for paraplanners, addressing technical administrative queries
• Managing general administrative duties and maintaining client communication

• A minimum of two years’ experience in an administrative role within an IFA environment
• Strong knowledge of financial products and administrative processes
• Excellent organisational and prioritisation skills, with the ability to meet deadlines effectively
• Strong communication skills and the ability to manage expectations of both colleagues and clients
• Proficiency in using online provider platforms
• Ideally, some progress towards Financial Planning Certificate/RO examinations (desirable but not essential)

• Basic salary of up to £27,000

• Excellent working environment

• Career development opportunities & study support

• Hybrid flexible working

• Auto Enrolment Pension

• Death in Service

This role presents an outstanding opportunity for a motivated and detail-oriented professional to contribute to a well-respected firm while advancing their career in financial services administration.