Job Title: Entry-Level Financial Services Administrator Location: Altrincham (Office-Based) Salary: £24,000 - £26,000 (DOE) Working Hours: Flexible - Core hours between 8am-5pm We are currently working with a well-established and highly regarded financial services firm based in Altrincham, who are looking to recruit an Entry-Level Financial Services Administrator to join their growing team. This is a fantastic opportunity for someone with an interest in financial services and a keen eye for detail to kickstart their career in a professional and supportive environment. About the Role: The successful candidate will support the firm's Financial Planners with a range of administrative duties, playing a key role in ensuring a smooth client experience. You’ll be responsible for updating client records, processing documentation, and liaising with providers and internal teams to support the financial planning process. Key Responsibilities: Provide administrative support to Financial Planners and the wider support team Assist with preparing valuations and documentation for client meetings Liaise with clients, providers, and internal stakeholders to gather and manage information Process new business applications, withdrawals, switches, and other client servicing tasks Maintain accurate and compliant client records and files Ensure client communications are handled professionally and promptly Ideal Candidate: Some knowledge of or exposure to financial services is advantageous, but not essential Strong attention to detail and excellent organisational skills Confident IT user (Microsoft Office, CRM systems) Proactive, with the ability to prioritise and manage multiple tasks A strong team player with good communication skills and a professional manner Benefits: Competitive salary of £24,000 - £26,000 26 days holiday (including 3 days between Christmas and New Year), increasing with length of service Private Medical Insurance Group Personal Pension (via salary sacrifice) Death in Service & Income Protection Study support for relevant professional qualifications, including financial assistance and study leave Recognition and rewards for professional development (Diploma/Advanced Diploma) Perkbox - peer-to-peer recognition platform with access to discounts and perks Working Hours: Office-based role with flexible start and finish times, either 8-4 or 9-5 If you’re looking to launch your career in financial services within a supportive and professional environment, we’d love to hear from you. To apply or find out more, please get in touch today.