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.

At Cowgills we make your career development our priority.  Whatever you think is possible for yourself is possible at Cowgills.

We’re not your ordinary accountancy firm, far from it. While we’re one of the North West’s leading independent firms of Chartered Accountants and Business Advisors, we’ve never lost sight of the fact that we work with people, not just numbers.

A little bit more about the role

  • 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

Who we're looking for

  • 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

What we can offer YOU

  • 37.5 hour working week, with non-contractual flexible working option
  • Death in Service cover and access to Group Personal Pension Scheme
  • Benefits portal & cycle to work and subsidised healthcare plan
  • 22 days holidays + bank holidays with the option to buy an additional 5 days per annum
  • Personal development – structured training and development plan
  • Regular social events
  • Structured personal development
  • Free on-site parking

If you are interested in the role of IFA Support Junior, then please email a copy of your CV to 

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Closing Date:

6 May 2022