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
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