Financial Services Administrator

Prestige Recruitment Group; Newton-le-Willows; On-site; GBP 25,000 - 29,000; Full time

Job summary

A leading financial planning firm in Newton-le-Willows is seeking an experienced Financial Services Administrator to support advisers in a range of client-focused administrative duties. The role involves managing client-related administration, maintaining the CRM system, and preparing documentation. Suitable candidates will have previous experience in financial services, strong attention to detail, and excellent communication skills. This full-time position offers a supportive work environment with opportunities for progression.

Qualifications

• Experience in financial services administration is essential.
• Must be organized and client-focused.
• Ability to work fully office-based.

Responsibilities

• Produce client-related administration, including review letters.
• Maintain and update the CRM system.
• Prepare client meeting packs and new business forms.
• Manage ongoing administration tasks.
• Assist with additional administrative tasks.

Skills

Previous financial services administration experience

Attention to detail

Excellent communication skills

Organizational skills

Job description

Financial Services Administrator

Warrington
Salary: £25,000 - £28,500

Full Time (Part Time would be considered)

We’re delighted to be partnering with a well-established and expanding financial planning firm currently entering an exciting phase of growth.

The Role

As a key member of this close-knit, collaborative team, you will support advisers and the practice manager across a wide range of client-focused administrative duties. Your role will be essential in maintaining a smooth client journey and ensuring the efficient running of the practice.

Key Responsibilities

• Producing client-related administration, including review letters
• Maintaining and updating the CRM system and supporting the wider client contact strategy
• Preparing client meeting packs, new business forms and trust documentation
• Managing ongoing administration such as withdrawals, fund switches and bereavement cases
• Assisting with additional administrative tasks as required in a small, supportive office environment

About You

We’re looking for a proactive, organised individual who brings:

• Previous financial services administration experience (essential)
• The ability to work fully office-based and within commutable distance of WA12 9UY
• Strong attention to detail and a client-first mindset
• Excellent communication and organisational skills

If you’re an experienced Financial Services Administrator looking for a long-term career move with progression, stability and a supportive culture, we’d love to speak with you.