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Financial services administrator

Wilmslow
Permanent
Hays
Financial services administrator
Posted: 30 April
Offer description

Your new company Hays are recruiting for a Financial Services Administrator to join a growing start‑up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged. Your new role Using the Intelliflo system to manage and maintain accurate financial and client data Supporting income accuracy and financial control across the wider business Ensuring adviser and client income is correctly reconciled and reported Working closely with internal stakeholders and external providers Helping to maintain smooth revenue processes and accurate adviser remuneration Contributing to strong governance and reporting standards Supporting the integration of newly acquired businesses into established finance processesWhat you'll need to succeed Essential - Hands-on experience using the Intelliflo system Proven experience in a finance administration role within financial services, ideally in an IFA or wealth management environment Strong Excel skills, with confidence analysing data and identifying discrepancies High attention to detail and accuracy The ability to manage multiple priorities and meet deadlines An open‑minded and adaptable approach, comfortable working in a fast‑paced start‑up environment where processes may evolve Clear and confident communication skills to work effectively with advisers, ope...

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Financial services administrator
Wilmslow
Permanent
Hays
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