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Financial Services Administrator

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Financial Services Administrator

Salary: £25,000 - £30,000

We are delighted to be working with an award winning Financial Planning Management Practice based in Chorley.

They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services company.

The Role:

  • Liaising with product providers, clients and client representatives as and when required.
  • Assisting advisers in the creation of client financial reports and letters.
  • Preparation of client portfolio reviews.
  • Working alongside the Paraplanners, preparing files for completion and making sure fully compliant.


  • Previous experience in Financial Planning and willingness to develop experience.
  • Must have good attention to detail when working with client files.
  • Strong communication skills and ability to build rapport.
  • A natural ability with numbers, and a basic understanding of investments & Pensions.

This is an outstanding Financial Services job opportunity which offers long term career learning and development.

I would really like to hear from you to discuss this job opportunity.

Please click to apply:


25 August 2023
Financial Planning
IFA Administrator
Greater Manchester, Altrincham
£25,000 - £30,000