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.