35 jobs found in Chorley

Location: Luton Salary: £45,000-£55,000 + bonus Hybrid / Full-Time The Role: My client is seeking to recruit a Head of IFA Administration to lead and develop a team of Client Relationship Managers, ensuring the delivery of an exceptional financial planning service. Reporting to the Head of Advice, Delivery and Development, the successful candidate will oversee workflow, processes, quality, compliance, and support client interactions, including preparing for meetings and ensuring all actions arising are completed efficiently. Key Responsibilities Lead, mentor, and manage a high-performing team of CRMs Oversee onboarding, training, and development of the team Ensure adherence to internal processes, quality standards, and compliance Identify and implement process improvements to enhance efficiency and client service Support client meetings, build strong relationships, and action follow-ups Manage new business applications, contract administration, and client records...

Location: Bridgwater Site/Satellite office based x2 days per week AND Remote working x 3 days per week Duration: Approved until 31dec26 (to role will cover for Maternity Leave) Status: Contract - INSIDE IR35 Morson Edge are working with a major player in the Energy Sector who have a current requirement for an experienced admin-biased Business Services Lead to join their established Project team in Bridgwater. This is a great contract opportunity for an experienced supervisor to jump in and lead a team of administrators as they continue delivering training services for a nationally significant infrastructure Project actively under construction. Please note: This contract position will be cover for Maternity Leave and is currently approved until end 2026. Overview The Business Services Lead contributes directly to our client's long-term sustainability goals by delivering critical workforce enablement services, ensuring compliance, and driving efficiency...

The Company: This role will be supporting the Trading Team, as a Buying Admin , with a strong involvement in the creative product development side, supplying imaginative toys to the retail market. Responsibilities: Samples: Preparing samples for meetings. General sample management and organisation. General Administration: Sending parcels, inputting and preparing information for the wider team including artwork briefs, quote sheets, sample sheets, and design tasks. Preparing files for business trips. Comp shopping: Identifying new opportunities related to existing products, ranges, or new brands. Focusing product development targeted to the existing supply base and specific markets, such as UK customers, the European market, and Australia. Project Tracker: Assisting in managing the project tracker to help streamline the flow of work opportunities in the business. Assisting with Customer Needs: Foster client relationships through appropriate lines of...

New and exciting pensions vacancies, working on a hybrid basis where you will share your time between the Leeds office and home. Pensions Calculations Analyst - 35-40k You'll support the Pension Administration Department, draft and update calculation specifications for IT development, and contribute to projects Providing pensions calculation support to Pensions Administration and IT teams. Staying current with legislative changes affecting calculations. Drafting and updating specifications for pension schemes. Supporting testing of automation changes. Delivering technical training and top-tier customer service. Managing tasks and collaborate with stakeholders to meet targets. Helping to plan and deliver projects. Skills and Experience:- Experienced in pensions administration with proven pensions technical knowledge. Confident using excel and analysing/handling large data sets. Enjoy working with, developing and testing technical pensions systems. Knowledgeable...

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their team in their office near Ashbourne (hybrid). In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required. This firm offers an inhouse training academy, and excellent long-term opportunities to progress your career within the firm. You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills. Basic salary to £35,000 benefits

Would you like to work from home and be rewarded for sharing your opinion? Research Tribe is a completely free service that connects people like you with remote opportunities to take part in market research. You could become a mystery shopper, product tester or simply share your opinion through paid surveys, focus groups and more. We work with many leading market research companies and brands. They want to hear your thoughts and will reward you with a variety of incentives including cash, vouchers, products, gifts, experiences and prizes. Mystery Shopping Product Testing Focus Groups Surveys & More There is never any obligation to take part as you choose the opportunities you're interested in and complete them at times convenient for you, so it's perfect for everyone (especially if you're looking for flexible entry level, part time, temporary, evening, weekend or seasonal work with an immediate start and no experience). It's not a suitable replacement for...

Paid Emails Work From Home Job Description Immediate Start - Earn Extra Money In Your Spare Time We are currently looking for members to start working online and from home - flexible hours. All you need is a smartphone, tablet or laptop to get involved. Opinion Groups UK could help you earn extra income to put towards whatever you like by completing Competitions, Offers, Games and Emails from some of the UK s top brands. Earn cash from paid emails, paid surveys, data entry, market research and more. Remote / Work from home Immediate start No experience needed Suitable for full time, part time, evening and weekend workers or anyone looking for temporary/extra income. No matter what your role, no previous experience is required to earn money for completing online tasks. Our members come from a variety of backgrounds including administration, management, social care, sales, HR, customer service, tech, marketing, advertising,...

Online Work From Home - Flexible Part Time Commission Based Overview - Home Based, Immediate Start Completing Simple Online Offers, Tasks and Promotions. Time Required Flexible - Temporary - Part Time - Evening - Weekends - Immediate Start - No Experience Required What's Involved: Hours are to suit and your earnings only will reflect what you put into it. Remote Working - Part Time Income - Data Entry Please note this is NOT an employed salary based job, there is no basic salary. Commission only based on the efforts you put in and offers and promotions completed online. For completing each offer / promotion online you will be compensated. Location New home based income opportunity available UK Nationwide including Northern Ireland. Earn extra money in your spare time, home based using your smartphone, tablet, laptop or desktop computer. This is an online business, so you will need a broadband / Data / WIFI connection. No IT,...

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

Mortgage Administrator- REMOTE We are looking to hire an experienced Mortgage Administrator to join the team as soon as possible. This is an employed position, working 35 hours per week (9am-5pm) Remote. The successful candidate must have at least 1 year's experience in whole-of-market mortgage administration and be confident managing cases from application through to completion. Strong organisational skills and the ability to handle multiple cases efficiently are essential. Experience in protection administration, compliance checks, would be advantageous but is not essential. Quarterly travel for team meetings/training and development Basic neg- £26,000 to £28,000 Plus bonus and employee benefits. If you have any questions, please feel free to get in touc

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. The role: Provide vital administrative support across financial planning operations. Ensure the smooth delivery of services to clients. Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail. Who we are looking for: Previous experience within a financial services company is essential. Ideally, experience in financial...

IFA Support Administrator - Devizes (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms...

Office Junior East Kilbride (Hybrid) 23,900 I am working with a vibrant and growing company currently based in Glasgow city centre, relocating to East Kilbride in May, to recruit a Junior Finance Assistant. In this role, you will provide day-to-day support across a variety of accounts and related tasks. The office culture is young, energetic and welcoming. If you have solid experience within a finance role and are confident, approachable and down-to-earth, you will fit in well here. Ideally, we are looking for someone who can start in January. Working Hours Monday - Thursday: 9:00am - 5:00pm Friday: 8:00am - 4:00pm Benefits Monday to Friday working pattern Overtime available 28 days' annual leave plus bank holidays Work from home every Friday, plus an additional day from home following successful completion of probation Office closed over Christmas Career progression opportunities for the right candidate Key Responsibilities Assist...

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. The role: Provide vital administrative support across financial planning operations. Ensure the smooth delivery of services to clients. Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail. Who we are looking for: Previous experience within a financial services company is essential. Ideally, experience in financial...

We are looking to recruit a project coordinator to play a key role in organising and coordinating a mobile workforce. This will be a client facing role and therefore requires excellent communication skills. You should be a person with good attention to detail who is passionate about providing excellent customer service. In this role you will have the opportunity to make a difference. If you can see a smarter and more effective way for services to be delivered you will be encouraged to suggest improvements, that might be a process improvement, a better software tool or improved documentation. Your opinion will be valued. You will work as part of a small close knit team who are very supportive of each other. This is an opportunity to join an organisation where you will have the opportunity to make a real difference. They have an excellent reputation for investing in the development of their people. The opportunities for career progression are excellent. Eligo Recruitment is...

Ready to step into a role where your expertise genuinely matters? Join a high-performing wealth management team as a Senior IFA Administrator and become the engine behind exceptional client service. We're looking for someone who thrives in a fast-paced environment, loves taking ownership, and brings confidence, accuracy and initiative to every task. If you're an experienced IFA administrator who enjoys being the go-to person for advisers and clients alike, this is your next move. What you'll be doing Providing first-class support to Private Client Advisers Preparing client meeting packs, valuations and documentation Managing workflows, tasks and client data across iO and other systems Handling new business processing, trades, rebalancing and cash management Acting as a trusted point of contact for clients and providers Ensuring files remain compliant and up to FCA standards What you'll bring 3-5+ years' experience in an IFA/wealth management admin role Strong...

If you're an experienced financial services administrator who thrives on accuracy, ownership and keeping a busy advice team running smoothly, this role will feel like a real step forward. My client is a highly respected, growing financial planning firm with a strong reputation for professionalism and client care. They're looking for a confident, proactive Administrator to join their Centralised Administration Team - someone who wants more than just "processing" and is ready to build a long-term career. What You'll Be Doing You'll be the engine behind the advisers, ensuring every client receives a seamless, high-quality experience. Your responsibilities will include: Managing end-to-end administrative tasks with precision Maintaining accurate client records and completing time-sensitive data entry Reviewing client reports to understand advice and context Preparing and submitting applications to providers Processing fund switches and updating valuations Managing LOAs and...

If you're currently working in financial services administration and feel ready for more responsibility - not just more paperwork - this could be worth a look. A well-run London wealth management firm is looking for someone to join its centralised admin team. It's a busy role, but organised. You'll be properly involved in the advice process, supporting advisers and making sure clients receive a smooth, professional service from start to finish. Day to day, you'll be: Keeping client records accurate and up to date Submitting new business and processing fund switches Handling LOAs and gathering plan information Preparing review packs and supporting adviser meetings Speaking with providers and clients to keep cases moving Managing review workflows and following through on actions Helping with month-end figures and general team coordination There's structure, compliance and process - as you'd expect - but it's not a faceless corporate machine. You'll attend team meetings,...

Overview An excellent opportunity has arisen for an experienced St. James's Place Financial Administrator to join a growing, personable and forward-thinking wealth management practice operating fully remotely. This is a fantastic role for a highly organised and detail-focused administrator who enjoys being an integral part of a small team and supporting the delivery of high-quality client service. The Role You will work closely with the Adviser and Practice Manager to support the end-to-end client journey, ensuring a smooth, efficient and professional service at every stage. Responsibilities will include: Processing new business across pensions, investments and protection within SJP systems Managing client servicing, withdrawals, fund switches and policy administration Preparing documentation for annual reviews and client meetings Liaising with SJP head office and providers to progress cases Maintaining accurate client records and compliance documentation...