Financial Services Administrator

Ormskirk, Lancashire
Salary: £25,000 - £28,000

An established and growing financial planning firm is looking to recruit an experienced Financial Services Administrator to join their supportive team in Ormskirk. This is an excellent opportunity for someone with financial services administration experience who is looking to develop their career within a professional and client-focused environment.

The Role

You will provide administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey from start to finish.

Key responsibilities include:

• Preparing and processing new business applications
• Managing client records and maintaining CRM systems
• Liaising with providers, clients, and advisers
• Supporting with pensions, investments, and protection administration
• Preparing documentation for client meetings and reviews
• Chasing outstanding information and monitoring workflows

About You

• Previous experience within an IFA / Wealth Management environment
• Strong organisational and communication skills
• High attention to detail and ability to manage workloads effectively
• Experience using financial services back-office systems desirable
• Positive, professional, and team-focused approach

If you have experience working within an IFA / Wealth Management environment and looking for your next opportunity please apply now to be considered.

INDP