Financial Services Administrator

Our client is a well-respected financial planning firm seeking a dedicated Financial Services Administrator to join their team in Preston. This position presents an excellent opportunity for candidates looking to establish a career in financial planning, with full study support provided for progression to paraplanning or advising roles.

Key Responsibilities

• Supporting financial planners with administrative requirements
• Managing diaries and scheduling appointments
• Monitoring and responding to emails
• Completing financial services paperwork with precision
• Facilitating client communications
• Providing general administrative support to the team

Required Qualifications and Attributes

• Proven background in administration within a financial services environment
• Meticulous attention to detail and organisational capabilities
• Dedicated approach to work and proficiency in managing multiple priorities
• Excellent communication skills, both written and verbal
• Strong IT competencies and ability to adapt to new systems
• Demonstrated willingness to learn and develop within the financial services sector

The Organisation Offers

• Competitive salary up to £28,000 per annum
• Full study support towards professional qualifications
• Structured progression pathway into paraplanning or financial advising
• Professional and knowledgeable team environment
• Office-based role with flexible working arrangements
• Opportunity to develop a career with a respected financial planning firm

This full-time position is based primarily at the organisation's Preston office, with flexibility offered.

Candidates seeking to develop a career in financial planning who possess the requisite skills and dedication for an administrative role are encouraged to apply.