Financial Services Administrator
Location: Lytham (Hybrid Working Available)
Salary: Up to £28,000 per annum
Job Type: Full-Time, Permanent
Hours: 37.5 hours per week

About the Role
An excellent opportunity has arisen for an experienced Financial Services Administrator to join a growing and well-established Financial Planning business based in Lytham.

This role is ideal for an organised and proactive administrator with previous experience within an IFA or Financial Planning environment. You’ll play a key role in supporting advisers and paraplanners, ensuring clients receive a high standard of service throughout their financial planning journey.

The successful candidate will benefit from a supportive team environment, hybrid working opportunities and genuine long-term career prospects.

Key Responsibilities

• Prepare documentation for client review meetings, including portfolio valuations and supporting paperwork.
• Build and maintain strong relationships with clients, responding to enquiries professionally and efficiently.
• Maintain accurate and up-to-date client records, including compliance documentation.
• Process client reviews and new business applications within agreed timescales.
• Ensure all documentation and processes comply with regulatory and legislative requirements.
• Liaise with clients, providers and third parties to support the financial planning process.
• Work closely with Financial Advisers and Paraplanners to deliver excellent client outcomes.
• Manage workloads effectively whilst maintaining a high level of accuracy and attention to detail.

Requirements Essential

• Minimum of 2 years’ experience in a Financial Services Administration role within an IFA or Financial Planning environment.
• Experience using investment platforms and financial planning systems.
• Strong administrative and organisational skills with excellent attention to detail.
• Ability to manage multiple priorities and work to deadlines.
• Excellent written and verbal communication skills.
• High level of competency using Microsoft Word, Excel and Outlook.
• Ability to work both independently and as part of a wider team.

Desirable

• Knowledge of financial products and financial planning processes.
• Experience supporting advisers and paraplanners within a regulated environment.

What’s on Offer?

• Salary up to £28,000, dependent on experience.
• Hybrid working opportunities.
• Full-time permanent position.
• Supportive and collaborative working environment.
• Opportunity to join a growing and successful Financial Planning business.
• Long-term career development opportunities.
• Competitive benefits package.

About You You will be an experienced Financial Services Administrator who thrives in a busy financial planning environment. You’ll be highly organised, client-focused and able to manage your workload effectively while maintaining exceptional levels of accuracy and professionalism.

If you take pride in delivering outstanding administrative support and enjoy working as part of a collaborative team, we’d love to hear from you.

Apply online today or call Jonathan at iGo Recruitment on 01908 041443 for a confidential discussion.

Keywords: Financial Services Administrator, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services, Client Services Administrator, Financial Planning, Investments, Pensions, Wealth Management, Financial Adviser Support, Lytham, Hybrid Working.