Cowgills statement and position on COVID-19   |   View

at Cowgills

A new opportunity has arisen for an Junior Financial Planning Support Administrator to join our Wealth Management division in Bolton on a full-time, permanent basis. The successful candidate will support the IFA Support Administration team.

General Duties

  • Post- scanning, allocating and filing.
  • Data input of fact find information and documentation onto the back-office system (IRESS).
  • Diarising events throughout the business cycle.
  • Producing new business packs and preparation for client meetings.
  • Producing client portfolio review information and presenting this with meeting packs.
  • Ensuring that the back-office system records are fully updated to enable accurate management information and reporting.
  • Liaising with providers and clients as required.
  • Maintaining professional and ethical standards in accordance with regulatory principles for business.b

The Candidate


  • To be able to work on own initiative with great attention to detail.
  • Strong interpersonal skills, drive & energy.
  • Motivated by working in a fast-paced environment.
  • Organised and able to prioritise.
  • Educated to GCSE level or equivalent with grade C or above in Maths & English.
  • Able to use software packages such as Excel/Word/Outlook.
  • Keen to pursue Industry qualifications.]


  • Previous experience of Office Administration in a similar capacity.

If you are interested in this role, then please email a copy of your CV to 


< Return to Cowgills careers

Reference Number:


Closing Date:

23 April 2021