Financial Services Administrator Poole Townsend Financial Services Ltd
Location: Barrow-in-Furness
Position: Financial Services Administrator - Barrow-in-Furness office
Full time role
About Us:
Poole Townsend Financial Services Ltd are part of the Poole Townsend Group which is an established, highly reputable firm offering comprehensive legal, financial and property services through their team of experienced and qualified professionals. Based in Barrow-in-Furness and with five offices across the Furness Peninsular and South Lakes, we are one of the largest independent solicitors, estate agents and financial service providers in the area.
As an Employee Ownership Trust (EOT), were proud to be owned by the people who work here. That means our team has a genuine stake in the success of the business and we all benefit from working together to deliver great outcomes for our clients.
The Role:
Do you have an analytical mind and love crunching numbers? Are you able to take complex technical information and distil it in a way that can be easily understood by colleagues and clients?
We are looking for an enthusiastic and hard-working Paraplanner/Senior Financial Administrator (dependent on experience) to join our Financial Services team and help our clients to achieve their financial dreams.
Your role will involve researching and analysing financial products, preparing financial reports and tax calculations, and working with the wider team to deliver exceptional service to our clients.
About you:
* You will be client focused our clients are very important to us.
* You will love numbers whether it is analysing performance data, preparing a cashflow forecast or working through some tax calculations.
* You will hold or be working towards a relevant financial services qualification.
* You should have strong knowledge of financial services products and regulation, having worked in the industry as a paraplanner or senior administrator.
* You will have experience in researching funds and products as well as producing financial reports and suitability letters.
* You love being organised and a full workload and multiple priorities are no match for you
* You should be confident in using all the Microsoft Office suite and have pretty good IT skills so you can keep our systems up to date and get the most out of them.
* You like working in a team; supporting each other, working together and being flexible helps us to all be successful.
So enough about you, what about us?
We have a great team ethos and believe in having each others back and supporting each other to get the job done. As an employer, we believe in creating a positive working environment where our staff feel valued and motivated. We are not a big corporate, we prefer the family feel
What We Offer:
* Competitive salary with performance-based bonuses
* 22 days annual holiday (plus bank holidays and discretionary Christmas leave)
* Medicash health cash plan, employee assistance programme, staff discounts, and more
* Supportive workplace culture and regular company events
* Ongoing training and development opportunities
How to Apply:
If you are a confident, customer-focused individual looking for a rewarding role within Financial Services, we would love to hear from you.
The closing date for applications is 9am on Friday 24th October 2025.
Be part of a firm where your expertise helps clients feel supported, informed, and in safe hands.
As a Disability Confident Committed employer, Poole Townsend are committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as soon as possible.