Your newpany

We are seeking a proactive and highly organised Business Support Administrator to join our growing team. We are a well-established financial services organisation based in Preston with a rich history and our ethos is all about putting the clients' interests first. This role will provide essential support to financial advisers and paraplanners, helping to deliver a high-quality service to our clients.
The ideal candidate will have experience in Administration and, ideally, financial services, but not essential. This is a fantastic opportunity for someone who thrives in a fast-paced environment and takes pride in accuracy and client service. This role will offer progression as the business grows.

Your new role

Duties and responsibilities will include:

Provideprehensive administrative support to financial advisers and paraplanners.

Maintain accurate client records and CRM systems in line withpany standards

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