Financial Planning Administrator , Preston, Lancashire - £18,000 -£25,000 + Attractive Benefits Package

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Financial Planning Administrator , Preston, Lancashire - £18,000 -£25,000 + Attractive Benefits Package

Would you like to work for a firm where you can finish half day every Friday!

This is an amazing financial services job opportunity to work for a small Wealth Management firm based in Preston, Lancashire.

This financial services firm provide a great benefits package which includes your birthday off and finishing early every Friday.

This opportunity will involve:

  • Supporting Paraplanners with the preparation of client portfolios.
  • Work on some cash flow modelling with the Paraplanners.
  • Assist with commission statements.
  • Prepare meetings for the Paraplanners & Financial Advisors.
  • Handle administration support on the Intelligent Office back office software.

What’s exciting about this Preston based Financial Services role is the diverse duties and the opportunity to work for an established team.

Experienced required:

  • Currently or previously worked within a Wealth Management environment.
  • Ideally worked with Pensions & Investments administration.
  • Ideally worked on IO (Intelligent Office) back of software but not essential.

I would really like to discuss more about this Preston based job opportunity.

For more info, please contact Philip Gordon – Specialist Financial Services Recruiter at Prestige Recruitment Group on 0151 601 6000 / 07557 043 246 or email .

I am also on LinkedIn.

Please visit our website 

Prestige Recruitment Group are acting as an employment agency, supplying high calibre Financial Services & Insurance staff throughout Liverpool, Manchester and the North West region  

PLEASE NOTE: Unfortunately, due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful.

27 May 2021
Financial Planning
IFA Administrator
Lancashire, Preston