Financial Services Administrator
Location: Newton-le-Willows, WA12
Hours:Monday to Friday 9.30am to 4.30pm
Salary:Up to £30,000 (DoE)
We are looking for a friendly, organised Financial Services Administrator to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice.
This is a varied role where you will be joining a team that manage a varied caseload, prepare accurate and compliant documentation, and help keep everything running smoothly behind the scenes.
If you enjoy detail, organisation, and working as part of a supportive team in Financial Services, this could be a great fit.
The Role: Financial Services Administrator
* Preparing meeting notes, Ongoing Advice letters, and client documentation
* Supporting advisers with projections, calculations, and general admin
* Processing new business and replacement or transfer cases within pensions and investments
* Liaising with clients by phone and email, keeping records up to date
* Tracking pipeline activity and helping the team meet service levels
* Checking the progress of advice cases such as fund switches, drawdown and decumulation reviews with the relevant departments
To be suitable for this role you wi...