This full-time position is based primarily at the organisation's Preston office, with flexibility offered.
Job Summary
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
1. Supporting financial planners with administrative requirements
2. Managing diaries and scheduling appointments
3. Monitoring and responding to emails
4. Completing financial services paperwork with precision
5. Facilitating client communications
6. Providing general administrative support to the team
Required Qualifications and Attributes
1. Proven background in administration within a financial services environment
2. Meticulous attention to detail and organisational capabilities
3. Dedicated approach to work and proficiency in managing multiple priorities
4. Excellent communication skills, both written and verbal
5. Strong IT competencies and ability to adapt to new systems
6. Demonstrated willingness to learn and develop within the financial services sector
The Organisation Offers
1. Competitive salary up to £28,000 per annum
2. Full study support towards professional qualifications
3. Structured progression pathway into paraplanning or financial advising
4. Professional and knowledgeable team environment
5. Office-based role with flexible working arrangements
6. Opportunity to develop a career with a respected financial planning firm
Seniority Level
Associate
Employment Type
Full-time
Job Function
Administrative
Candidates seeking to develop a career in financial planning who possess the requisite skills and dedication for an administrative role are encouraged to apply.
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