Pre & Post-Sales Financial Services 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

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.