Financial Planning Administrator


£20000 - £25000 per annum


United Kingdom,--Preston

Job Type



Agility Resourcing are searching for an enthusiastic Administrator to work in a financial services environment. You will be able to work within a team and have previous experience working in a financial setting. The company itself is based in Preston and has a reputable name within their industry. This is a fantastic opportunity for someone looking to get into Financial Planning but not sure where to start or has no experience.

Your responsibilities:

  • Assisting administrators/paraplanners during busy periods and working in a team environment
  • Dealing with providers and clients
  • File preparation and existing business administration
  • Produce quotations and submit new business applications
  • Scanning, filing, opening, and franking post
  • Chase outstanding pipeline cases
  • Other ad hoc administration duties

Person specification:

  • Administration experience
  • Previous experience within financial services
  • Team player
  • Strong communication skills
  • Able to work to deadlines
  • Able to take ownership for own work

In return you will receive:

  • A supportive work environment
  • £20,000-£24,000 depending on experience
  • 37.5 hour working week
  • Opportunity for progression
  • Pension
  • Cycle to work scheme

Interested? Fantastic!

Apply now or call Taylor on 01772 278078 for more information.

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