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Financial Services Administrator

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Financial Services Administrator

This Financial Services Administrator job opportunity in Bolton, Lancashire is offering a salary of £23,000 - £28,000.

Free Parking and you can work from home 2-3 days a week with flexible working hours.

You will be joining the Financial Planning support team that can provide valuable staff training, development and will invest in your financial services qualifications.

This financial services opportunity will involve:

  • Assisting with the preparation of research and providing administration for new business.
  • Managing back office administration for financial planning products i.e Pensions, Investments plus other financial planning products.
  • Provide administration support to the Paraplanners.
  • Prepare for client meetings for the Paraplanners & Financial Advisors.
  • Work closely with product providers on changes to client's policies.
  • Diary Management.

What impresses me most about this financial services firm is the investment in your career development and the flexible working hours.

I’d like to hear from you if you have previously worked within a Wealth Management environment and have experience in Pensions & investment administration. If you have passed some financial qualifications that would be great but not essential.

Please click to apply:

14 March 2023
Financial Planning
IFA Administrator
£23,000 - £28,000, Work from home 2-3 days a week, Flexible working hours.