Location
Preston
Company
M R Financial Services Ltd
Hours
8:30 – 16:30, Monday – Thursday.
8:30 – 12:30, Friday .
Job Type
Full-time, permanent.
Salary
Dependent upon qualifications and experience .
Overview
We are seeking a proactive and organised Administrator to support Financial Advisers and
Paraplanners. The successful candidate will have experience within the financial services industry
and a good working knowledge of pensions, investments, ISAs, and protection products.
Key Responsibilities
• Provide comprehensive administrative support to Financial Advisers and Paraplanners .
• Maintain accurate client records and CRM systems in line with company guidelines .
• Communicate effectively with clients, providers, and internal team members .
• Submit Letters of Authority and collate plan information for research and analysis .
• Prepare client packs for annual review meetings .
• Aid completing income reconciliation.
• Handle incoming enquiries professionally, including meeting and greeting clients .
• Support general business operations and assist colleagues when required .
• Ensure all work meets service level agreements and maintains high data accuracy .
• Adhere to company policies, procedures, and the employee handbook .
Skills and Experience
• Minimum of 3 years’ experience within the financial services industry.
• Experience in an administrative role within a financial planning environment .
• Working knowledge of financial products including pensions, investments, ISAs, and
protection .
• Understanding of the UK financial regulatory framework and relevant legislation .
• Excellent written and verbal communication skills .
• Strong organisational skills with the ability to manage workloads and meet deadlines .
• High attention to detail and commitment to accuracy .
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
• Strong interpersonal skills with a collaborative and team -oriented approach .
• Ability to work effectively in a fast-paced environment .
Qualifications
• Working towards (or willingness to work towards) CII Level 2 qualification (LP2) .Desirable Experience
Experience within an Independent Financial Adviser (IFA) environment is preferred over experience
in a tied financial planning setting.
Familiarity with the following systems/providers is advantageous:
• Intelliflo Office.
• Wealth Explorer.
• FE Analytics .
• Morningstar.
• AJ Bell.
• Transact.
• WAY
For more information please get in touch with Gemma: gemma@mr-fs.co.uk
