Administrator

Lync Wealth Management Ltd; Altrincham; On-site; GBP 24,000 - 32,000; Full time

Job summary

Lync Wealth Management Ltd is seeking an experienced Financial Services Administrator to join our support team in Altrincham. You will handle pre- and post-sales activities, ensuring client documentation is processed accurately and on time, and that all actions align with compliance guidelines.

You’ll bridge advisers, providers, and clients, supporting the entire advice journey with organised, proactive administration and attention to detail.

Qualifications

• Strong Microsoft Office skills (Word, Excel, PowerPoint)
• Excellent communication skills (written and verbal)
• Good level of industry experience in Financial Services

Responsibilities

• Prepare correspondence including letters and emails to clients
• Obtain accurate policy information and prepare data for client meetings
• Prepare simple review letters, advice reports and calculations for approval
• Use research tools such as Defaqto to produce adviser reports
• Communicate effectively with clients to ensure consistent service
• Maintain client data on management systems including Intelligent Office and Excel MI reporting
• Submit and maintain client documents in compliance guidelines
• Provide general admin duties and post handling
• Manage provider applications from submission to completion
• Support other team members and respond to queries as needed
• Keep procedures up to date by reading updates and notifications issued
• Demonstrate problem solving and practical solution proposals
• Provide cover to team during sickness or holidays
• Oversee client servicing and disengagement processes
• Manage multiple tasks and priorities effectively

Skills

Microsoft Office

Communication skills

Financial services experience

Tools

Intelligent Office

Excel MI reporting

Job description

We are currently looking for an experienced Financial Services Administrator to join our support team to provide pre and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the company. You’ll be the bridge between advisers, providers, and clients, ensuring that every step of the advice journey is smooth, positive, and empowering. This role is ideal for someone who enjoys being organised, values meaningful client relationships, and wants to grow within a supportive and inclusive team.

Responsibilities

• Preparation of correspondence including letters and emails to clients
• Obtaining accurate policy information, including valuations and preparation of data for client meetings
• Preparation of simple review letters, advice reports & calculations for approval by the Financial Adviser and preparation of accompanying documentation as required.
• Use research tools such as Defaqto to produce reports for Financial Advisers
• Excellent communication when dealing with client queries to ensure a consistent standard of service in either verbal or written correspondence
• Recording, updating & maintaining client data accurately on client management systems including Intelligent Office and Excel MI reporting.
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions
• General admin duties as required, scanning post, dealing with outgoing post, ad hoc client projects
• Manage the provider application process from submission to completion, maintaining communication with all parties
• Complete any general tasks as requested by line manager and follow through to completion dealing with any queries that arise
• Keep knowledge of procedures up to date, by reading all updates & notifications issued
• Demonstrate the ability to identify and analyse problems, think critically & propose practical solutions
• Provide cover and support to other members of the team during sickness and holidays where deemed necessary
• Oversee client servicing and disengagement process in timely, compliant manner
• Possess strong organisation skills to manage multiple tasks and priorities effectively

Knowledge

• Strong Microsoft office skills – Word, Excel & PowerPoint
• Excellent communication skills, both written and verbal
• A good level of industry experience in Financial Services

Skills/Other relevant information

• You must act with integrity.
• You must act with due skill, care and diligence.
• You must be open and cooperative with the FCA, the PRA and other regulators.
• You must pay due regard to the interests of customers and treat them fairly.
• You must observe proper standards of market conduct.
• While not directly interacting with customers, your actions should align with upholding the FCA's Consumer Duty principles, thereby contributing to fair and beneficial outcomes for our clients

About Us

• Lync Wealth Management is a nationwide group of financial advice practices.
• We combine the expertise of highly experienced financial advisers, with the regulatory support of our advice network Lyncombe Consultants.
• At the core of our approach is a deep commitment to truly getting to know our clients – their aspirations, fears, and the unique circumstances that shape their journey.
• We take the time to understand our clients’ short-term needs and long-term dreams. Whether it’s saving for a child’s education, buying your dream home, starting a business, or planning for a comfortable retirement, we’re here to guide them every step of the way.
• Together, we collaboratively craft a personalised financial roadmap and regularly manage the route to ensure they remain on track to meet their goals.