Financial Services jobs in United Kingdom
Financial Services Administrator
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Major Talent
Financial Services Administrator
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
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.
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.
- 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
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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.