Description
Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title:
Advisor Support Administrator
Location:
Liverpool (office-based)
Salary & Benefits:
Competitive salary £28,000 TO £35,000 DOE
5% employer pension contribution + NI repayment
10x salary death in service cover
Private medical insurance & cash plan
25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events)
9-day working fortnight
One-month paid sabbatical after 5 years service
Company-funded exam support for one qualification
About the Company:
A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office.
Role Overview:
As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients.
Key responsibilities include:
Preparing and processing client documentation with accuracy and compliance.
Maintaining client records on the back-office system (Plannr).
Producing reports, valuations, and review packs.
Liaising with clients, providers, and internal teams.
Assisting with the smooth running of adviser support functions.
Required Skills & Experience:
Previous experience in IFA or financial planning administration (essential).
Strong knowledge of wealth management products and processes.
High level of accuracy and attention to detail.
Excellent organisational and time-management skills.
Confident communicator, able to liaise effectively with advisers, clients, and providers.
Proficient IT skills; experience with back-office systems (Plannr desirable).
Ability to work independently and as part of a team.
How to Apply
If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.
Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.
