Average Administrator salary in Lytham St. Annes

Financial Services Administrator Lytham to £27,000 - possibility of Hybrid working A position has arisen at an award winning and well respected IFA and Accountancy business based in Lytham. They are looking to appoint an experienced Financial Services Administrator. The role includes, processing new business applications, creating client valuations and illustrations, preparing pre-meeting documentation for the IFA's, routine liaison with lenders, insurance companies, product providers and clients alike and providing administrative support to the IFA's and Paraplanners. Good keyboard skills, attention to detail and previous experience as a Financial Services Administrator is essential, as is the ability to meet deadlines, prioritise work loads and manage the expectations of staff and clients. A salary of up to £27,000 plus benefits, with the possibility, after a qualifying period to work on a hybrid basis is on offer to the successful candidate. For more information please send your CV to Douglas McDougall

SENIOR PARAPLANNER LOCATION : Lytham - Hybrid working pattern SALARY; Up to £40,000 depending on exp & quals. Our client is a reputable and long-established firm of Independent Financial Advisers seeking to appoint an additional Paraplanner due to continued growth and success. Working in collaboration with Financial Advisers, 4 other Paraplanners and a team of Administrator the successful Candidate will be to prepare recommendations and produce suitability reports in line with company policy, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records. You will be working in collaboration with Financial Advisers and other colleagues as well as dealing effectively with queries from clients and other parties and promoting the company's services in a professional and FCA compliant manner. Responsibilities " You will record your client communications including client related communications with third parties. Client communications and client related communications should be recorded on the client's file in line with company policy in clear and intelligible English. " You will collect and collate information and data about (and from) the client in accordance with the principle of 'knows your client' and ensure all the required compliance documentation is present and correct. " You will ensure that all 'know your client' evidence and information is recorded in line with company policy in clear and intelligible English. " You will discuss with the Financial Adviser the client's objectives, identifying and obtaining the information necessary to compile a financial planning report. " Working in collaboration with the Financial Adviser you will review the client's investment portfolio, asset allocation, risk profile etc.. " You will obtain information, quotes, illustrations and product details, and provide comparisons for analysis. " Preparing suitability letters and reports for approval by the Senior Paraplanner and the Financial Adviser in line with company policy and prepare associated accompanying documentation as required " You may at times be required to assist and provide support with administrative functions, for example: new business processing, rebalances and organising future planning meetings with the client on behalf of the Financial Adviser. " You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review. The successfully candidate will need to have proven experience working as a Paraplanner within a firm of Financial Advisers writing reports for a range of products including Pensions and Investments. You will have solid communication and articulation skills as well a high level of competency in Excel as well as strong technical skills and attention to detail is key. Our client is looking for a strong team player with a can-do attitude towards the daily challenges of an exceptionally busy practice who is prepared to learn and to invest time to maximise their own potential. For further information please contact one of specialist consultant quoting NJR15349

Job Advert: Paraplanner Salary: £30,000 - £40,000 (plus company benefits)Location: Lytham St AnnesJob Type: Permanent, Hybrid Working Available (post-probation) About Us:Our client is a reputable and long-established financial services firm, currently seeking an experienced Paraplanner. This position is a result of their continued growth and success in providing exemplary financial planning services. The business is well-known in the area and has a stable, close-knit team who enjoy working together to keep up high service levels for their clients. MBF have placed a number of the staff within this team over the years, who are enjoying successful careers. Role Overview:As a Paraplanner, you will collaborate closely with Financial Advisers and other team members to deliver first class financial planning services. This includes preparing detailed suitability reports, implementing financial recommendations, and ensuring comprehensive documentation and client records. Key Responsibilities: Collaborate with Financial Advisers to address client queries and compile financial planning reports.Gather and analyse client data, adhering to the 'know your client' principle.Prepare suitability letters and detailed financial reports for senior review.Assist with administrative tasks, including new business processing and client meeting organization.Maintain compliance and contribute to the firm's professional standards. Team Support: Actively participate in team meetings and communications.Provide support to colleagues and ensure seamless service delivery in the team’s absence.Foster a collaborative environment and share knowledge through job shadowing and on-the-job support. Qualifications and Skills: In-depth understanding of the financial planning process and related regulations.Ideally candidates will be level 4 qualified as a minimum but those studying towards this will be considered.Excellent report writing skillsExcellent interpersonal and communication skills.Strong analytical, organizational, and multitasking abilities.Proficiency in IT, including Microsoft Word, Excel, and Outlook.Proven experience in financial services, particularly in pensions, investments, and tax planning. What We Offer: Competitive salary ranging from £30,000 to £40,000.Company benefits including Auto Enrolment Pension and Death in Service coverage.Career development opportunities and a supportive working environment.Hybrid working options post-probation, promoting work-life balance