Financial Services Administrator

JR United Kingdom; Northwich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company is seeking a compassionate and detail-oriented Financial Services Administrator to provide administrative support during bereavement. The role involves managing the bereavement administration process, ensuring a sensitive approach, and liaising with clients and their representatives. Ideal candidates will have experience in financial services and strong communication skills.

Qualifications

• Experience in financial services, ideally in wealth management.
• Prior bereavement administration experience is highly desirable.
• Strong attention to detail and ability to meet tight deadlines.

Responsibilities

• Manage all stages of the bereavement administration process.
• Act as the primary contact for a portfolio of deceased clients.
• Liaise directly with clients and internal departments.

Skills

Attention to detail

Communication skills

Team player

Job description

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Client:

Meraki Talent

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

25.05.2025

Expiry Date:

09.07.2025

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Job Description:

Meraki Talent are currently seeking a compassionate and detail-oriented Financial Services Administrator to join an existing team. In this important role, you will provide administrative support following the passing of a client, ensuring a sensitive and professional approach throughout the process.

Key Responsibilities:

• Manage all stages of the bereavement administration process, from initial notification to final estate processing.
• Act as the primary contact for a portfolio of deceased clients.
• Liaise directly with clients, their representatives, and internal departments to deliver a high standard of service.
• Support the collation of departmental statistics and maintain up-to-date procedures.
• Adhere to regulatory and compliance requirements, ensuring effective risk management and client outcomes.

What We’re Looking For:

• Experience in financial services, ideally within a wealth management environment.
• Prior bereavement administration experience is highly desirable.
• Strong attention to detail and ability to meet tight deadlines.
• Excellent communication skills, both written and verbal.
• A proactive team player who can also work independently.

This is a meaningful opportunity to play a key role in supporting clients during a sensitive time, while contributing to a values-driven and supportive team. If you are organised, empathetic, and committed to excellence, apply now.