At a Glance
- Tasks: Provide top-notch admin support to financial advisers and ensure client satisfaction.
- Company: Join a rapidly growing wealth management firm with a supportive culture.
- Benefits: Competitive salary, pension contributions, private medical insurance, and generous holiday allowance.
- Other info: Enjoy career progression opportunities and a one-month sabbatical after five years.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong organisational skills required.
The predicted salary is between 28000 - 35000 £ per year.
Location: Lancaster (office-based)
Salary & Benefits:
- Competitive salary £28,000 TO £35,000 DOE
- 5% employer pension contribution + NI repayment
- 10x salary death in service cover
- Private medical insurance & cash plan
- 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events)
- 9-day working fortnight
- One-month paid sabbatical after 5 years service
- Company-funded exam support for one qualification
About the Company:
A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office.
Role Overview:
As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients.
Key responsibilities include:
- Preparing and processing client documentation with accuracy and compliance.
- Maintaining client records on the back-office system (Plannr).
- Producing reports, valuations, and review packs.
- Liaising with clients, providers, and internal teams.
- Assisting with the smooth running of adviser support functions.
Required Skills & Experience:
- Previous experience in IFA or financial planning administration (essential).
- Strong knowledge of wealth management products and processes.
- High level of accuracy and attention to detail.
- Excellent organisational and time-management skills.
- Confident communicator, able to liaise effectively with advisers, clients, and providers.
- Proficient IT skills; experience with back-office systems (Plannr desirable).
- Ability to work independently and as part of a team.
How to Apply:
If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.
Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Advisor Support Administrator in Lancaster employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a competitive salary and a comprehensive benefits package that includes a generous pension contribution, private medical insurance, and a unique 9-day working fortnight. The collaborative and supportive culture fosters employee growth, with opportunities for career progression and a paid sabbatical after five years of service, making it an ideal workplace for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Support Administrator in Lancaster
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Advisor Support Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Since Templegate Recruitment values collaboration and support, think about how your experience aligns with these values and be ready to share examples that showcase your skills in a team environment.
✨Tip Number 3
Practice your communication skills! As an Advisor Support Administrator, you'll need to liaise effectively with advisers and clients. Try mock interviews with friends or family to get comfortable discussing your experience and how you can contribute to the team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining a rapidly growing wealth management business like Templegate.
We think you need these skills to ace Advisor Support Administrator in Lancaster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Advisor Support Administrator role. Highlight your previous experience in financial planning administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past roles to show how you've maintained client records or produced reports. This helps us see your attention to detail and organisational skills in action.
Keep It Professional:While we love a friendly tone, make sure your application is professional. Use clear language and check for any typos or errors. A polished application shows us you care about the role and are serious about joining our team.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It streamlines the process for us and ensures your application lands in the right hands. Plus, it’s super easy to do!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management products and processes. Being able to discuss these confidently will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Experience
Prepare specific examples from your previous roles in IFA or financial planning administration. Highlight how your experience aligns with the responsibilities of the Advisor Support Administrator role, especially in maintaining client records and preparing documentation.
✨Be Organised
Demonstrate your organisational skills by discussing how you manage your time and tasks. You might want to share a method or tool you use to stay on top of your workload, as this is crucial for the role.
✨Communicate Clearly
Practice your communication skills before the interview. Since you'll be liaising with clients and advisers, being able to convey information clearly and confidently is key. Consider doing mock interviews with a friend to refine your delivery.
