Financial Services Administrator

Location: Preston, Lancashire
Salary: £25,000 - £28,000

A fantastic opportunity has arisen for an experienced Financial Services Administrator to join a well-established financial planning firm based in Preston, Lancashire. This role would suit someone with a strong background in financial services administration looking to join a professional and supportive team.

Key Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners
• Maintain accurate client records
• Liaise with clients, providers, and internal teams
• Submit Letters of Authority and obtain policy information
• Prepare client packs for review meetings
• Assist with income reconciliation and general office support
• Ensure all work is completed accurately and within compliance standards

Requirements

• Minimum 3 years’ experience within financial services
• Knowledge of Intelliflo Office, FE Analytics, Morningstar, AJ Bell, or Transact
• Previous administration experience within financial planning or wealth management
• Good knowledge of pensions, investments, ISAs, and protection products
• High attention to detail and ability to work in a fast-paced environment

This is an excellent Preston based Financial Services job opportunity to join a growing business offering a supportive environment and strong long-term career prospects.

INDP