Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Skelmersdale

Sort by: -
  • View similar jobs with this employer
    • Experience using financial services back-office systems desirable.
    • Liaising with providers, clients, and advisers.
  • View similar jobs with this employer
    • I'm recruiting Financial Advisers for an IFA with a strong desk-based proposition.
    • Pre-booked appointment flow, day-one earnings, no prospecting required.
    • Experience in private banking or a similar financial services role.
    • As a Private Banking Executive, you’ll support our Private Bankers to build and deepen long-…
  • View similar jobs with this employer
    • Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
    • Flexible/adaptable to cope with change.
    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
    • Supporting the financial planners with admin tasks.
    • Ideally attained a relevant financial services qualification and working towards the CII Diploma in…
    • Designing and delivering holistic financial plans.
    • Believe in holistic financial planning rather than product-led advice..
    • 28 days holiday plus bank holidays.
  • View similar jobs with this employer
    • We are pleased to be working with a Liverpool based Financial Planning firm specialising in Financial Planning.
    • Managing and inputting client information.
    • Property Investment Consultant -_ Package_ & Bonus.
    • 2% commission split on the Gross Development Value (GDV) (OTEs of £153,000 per year).
    • Great earning potential with a good basic salary - £25k min first year OTE.
    • Calling and fact finding potential new customers.
    • Job Types: Full-time, Permanent.
    • Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume…
    • Build and nurture strong client relationships to help them achieve their financial goals.
    • Provide expert financial advice on pensions, investments, and wealth…
    • " Support training initiatives by highlighting adviser or paraplanner development needs.
    • " Strong understanding of UK financial services and retail investment…
    • Building and nurturing long‑term investor relationships, guiding clients through every stage of their investment journey.
    • Basic salary up to £40,000.
    • Ongoing support, training and regular meetings are provided to ensure advisers are fully supported in delivering the required standards.

Job Post Details

Financial Services Administrator - job post

Prestige Recruitment Group
4.2 out of 5 stars
Burscough L40
£25,000 - £28,000 a year - Permanent

Job details

Pay

  • £25,000 - £28,000 a year

Job type

  • Permanent

Location

Burscough L40

Full job description

Financial Services Administrator

Ormskirk, Lancashire
Salary: £25,000 - £28,000

An established and growing financial planning firm is looking to recruit an experienced Financial Services Administrator to join their supportive team in Ormskirk. This is an excellent opportunity for someone with financial services administration experience who is looking to develop their career within a professional and client-focused environment.

The Role

You will provide administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey from start to finish.

Key responsibilities include:

  • Preparing and processing new business applications
  • Managing client records and maintaining CRM systems
  • Liaising with providers, clients, and advisers
  • Supporting with pensions, investments, and protection administration
  • Preparing documentation for client meetings and reviews
  • Chasing outstanding information and monitoring workflows

About You

  • Previous experience within an IFA / Wealth Management environment
  • Strong organisational and communication skills
  • High attention to detail and ability to manage workloads effectively
  • Experience using financial services back-office systems desirable
  • Positive, professional, and team-focused approach

If you have experience working within an IFA / Wealth Management environment and looking for your next opportunity please apply now to be considered.

INDP

Let Employers Find YouUpload Your Resume