Financial Planning Administrator

Agility Resoucing; Preston; On-site; GBP 22,000 - 26,000; Full time

Job summary

A leading financial services firm is seeking an enthusiastic Administrator to join their team based in Preston. This role offers a supportive environment and opportunities for career progression. The successful candidate will assist with various administrative tasks, engage with clients, and gain valuable experience in financial planning.

Benefits

Supportive work environment

Opportunity for progression

Pension

Cycle to work scheme

Qualifications

• Previous experience within financial services required.
• Able to take ownership of own work and meet deadlines.

Responsibilities

• Assist administrators/paraplanners during busy periods.
• Deal with providers and clients and administration tasks.
• Produce quotations and submit new business applications.

Skills

Team player

Time management

Job description

Agility Resourcing are searching for an enthusiastic Administrator to work in a financial services environment. You will be able to work within a team and have previous experience working in a financial setting. The company itself is based in Preston and has a reputable name within their industry. This is a fantastic opportunity for someone looking to get into Financial Planning but not sure where to start or has no experience.

Your responsibilities:

• Assisting administrators/paraplanners during busy periods and working in a team environment
• Dealing with providers and clients
• File preparation and existing business administration
• Produce quotations and submit new business applications
• Scanning, filing, opening, and franking post
• Chase outstanding pipeline cases

Person specification:

• Previous experience within financial services
• Team player
• Able to work to deadlines
• Able to take ownership for own work

In return you will receive:

• A supportive work environment
• Opportunity for progression
• Pension
• Cycle to work scheme

Apply now or call Taylor on 01772 278078 for more information.

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