We're Hiring: Financial Services Administrator
Newton-le-Willows, WA12 (Office-Based)
Up to £30,000 per annum (DOE)
Full Time | Monday–Friday | 9:30am–4:30pm (32.5 hours per week)
An exciting opportunity has arisen to join a highly successful and well-established Partner Practice of
St. James's Place Plc
.
We're looking for an experienced and professional
Financial Services Administrator
to support several busy Wealth Managers within the Practice. This is a fantastic opportunity for someone who thrives in a structured, high-quality financial planning environment and is looking to progress their career long-term.
The Role
You'll play a key part in delivering exceptional ongoing service to clients by:
Preparing and checking Client Financial Reviews
Collating and analysing client information
Preparing illustrations and ongoing advice reports
Managing cases through to completion
Ensuring compliant processing within agreed timescales
Liaising with providers and third parties daily
Using internal systems (full training provided)
You will also have:
The opportunity to progress through the SJP Accreditation framework
A clear pathway towards Paraplanning responsibilities, if aligned with your career aspirations
About You
This interesting and challenging role would suit a confident, numerate and highly organised professional who:
* Has experience within an IFA or Wealth Management environment
* Has strong knowledge of IHT, Pension and Investment product administration
* Ideally understands Trust roles and Trust Deed wording
* Is IT proficient and detail-oriented
* Is a self-starter who works effectively with minimal supervision
* Is confident liaising with clients and third parties with discretion and professionalism
You bring a proactive mindset, strong attention to detail and a genuine "can-do" attitude.
Interested?
If this sounds like the next step in your career, I'd love to hear from you.
Please send your CV to
You don't need to meet every requirement to apply — enthusiasm, professionalism and a desire to grow are just as important.
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