Financial Services Administrator

Burton Recruitment Limited; Preston; On-site; GBP 23,000 - 28,000; Full time

Job summary

An established financial planning firm is seeking a dedicated Financial Services Administrator to join their dynamic team in Preston. This full-time role offers an excellent opportunity for individuals eager to build a career in financial planning, with full study support provided for progression into paraplanning or advising roles. The position involves supporting financial planners, managing appointments, and ensuring precise completion of financial paperwork. With a competitive salary and a structured progression pathway, this is a chance to thrive in a professional and supportive environment. If you're committed to developing your skills in the financial services sector, we encourage you to apply.

Benefits

Full study support towards professional qualifications

Flexible working arrangements

Structured progression pathway

Professional team environment

Qualifications

• Proven background in administration within financial services.
• Meticulous attention to detail and organizational capabilities.

Responsibilities

• Supporting financial planners with administrative requirements.
• Managing diaries and scheduling appointments.
• Completing financial services paperwork with precision.

Skills

Administrative Skills

Attention to Detail

Communication Skills

IT Competencies

Job description

Job Description

Our client is a well-respected financial planning firm seeking a dedicated Financial Services Administrator to join their team in Preston. This position presents an excellent opportunity for candidates looking to establish a career in financial planning, with full study support provided for progression to paraplanning or advising roles.

Key Responsibilities

• Supporting financial planners with administrative requirements
• Managing diaries and scheduling appointments
• Monitoring and responding to emails
• Completing financial services paperwork with precision
• Facilitating client communications
• Providing general administrative support to the team

Required Qualifications and Attributes

• Proven background in administration within a financial services environment
• Meticulous attention to detail and organisational capabilities
• Dedicated approach to work and proficiency in managing multiple priorities
• Excellent communication skills, both written and verbal
• Strong IT competencies and ability to adapt to new systems
• Demonstrated willingness to learn and develop within the financial services sector

The Organisation Offers

• Competitive salary up to £28,000 per annum
• Full study support towards professional qualifications
• Structured progression pathway into paraplanning or financial advising
• Professional and knowledgeable team environment
• Office-based role with flexible working arrangements
• Opportunity to develop a career with a respected financial planning firm

This full-time position is based primarily at the organisation's Preston office, with flexibility offered.

Candidates seeking to develop a career in financial planning who possess the requisite skills and dedication for an administrative role are encouraged to apply.