Financial Services Administrator

Prestige Recruitment Group; Preston; On-site; GBP 25,000 - 30,000; Part time

Benefits offered by this job

Benefits

Part-time options

Job summary

Prestige Recruitment Group is partnering with a well-established Lancashire wealth management firm to recruit an experienced Financial Services Administrator. You will support Financial Advisers and Paraplanners, helping deliver holistic financial planning to a loyal client base.

The role offers exposure to complex planning, a collaborative team, and ongoing training with clear long-term career progression. Part-time hours are welcome and a competitive salary with benefits is on offer.

Qualifications

• Minimum 1 year of experience within a Financial Planning, Wealth Management, or IFA environment.
• Strong knowledge of pensions, investments, ISAs and protection products.

Responsibilities

• Supporting Advisers and Paraplanners throughout the client journey
• Processing new business across pensions, investments, ISAs and protection
• Managing Letters of Authority and obtaining policy information
• Preparing client review packs and documentation
• Liaising with clients, providers, and platforms
• Maintaining accurate client records and compliance documentation
• Assisting with income reconciliation and general practice administration

Skills

Financial services experience

Client liaison

Job description

Financial Services Administrator

Lancashire | £25,000 - £30,000 + Benefits (Would consider part-time working hours)

Are you an experienced Financial Services Administrator looking to join a highly regarded Lancashire based financial planning firm where your expertise is genuinely valued?

Would consider part time working hours.

We're working with a well-established and growing wealth management business in Lancashire that prides itself on delivering high-quality financial planning and exceptional client service. Due to continued growth, they are looking to add an experienced Financial Services Administrator to their friendly and professional team.

This is an excellent opportunity to join a firm that invests in its people, offers exposure to complex financial planning cases, and provides genuine opportunities for long-term career development.

The Role

Working closely with Financial Advisers and Paraplanners, you'll play a key role in supporting the delivery of holistic financial planning advice to a loyal and established client base.

Responsibilities include:

• Supporting Advisers and Paraplanners throughout the client journey
• Processing new business across pensions, investments, ISAs and protection
• Managing Letters of Authority and obtaining policy information
• Preparing client review packs and documentation
• Liaising with clients, providers, and platforms
• Maintaining accurate client records and compliance documentation
• Assisting with income reconciliation and general practice administration

About You

• Please only apply for this role if you have a minimum of 1 year's experience within a Financial Planning, Wealth Management, or IFA environment. Applicants without this experience will not be considered.
• Strong knowledge of pensions, investments, ISAs and protection products.

What's on Offer?

• Join a respected and growing financial planning firm
• Supportive and collaborative team environment
• Exposure to high-quality financial planning work
• Ongoing training and professional development
• Clear long-term career progression opportunities
• Competitive salary and benefits package