Advisor Support Administrator

Templegate Recruitment Specialist Recruiters in Financial Services

Job Title:

Advisor Support Administrator

Location:

Lancaster (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.