Financial Services Administrator – Wealth Management Location: Alderley Edge, Cheshire Salary: £25,000 – £28,000 (depending on experience) Type: Full-time, Office-based An established and respected independent wealth management firm in Alderley Edge is looking for a professional and organised Financial Services Administrator to join their friendly team. This is an excellent opportunity for someone who enjoys a varied, client-focused role and wants to develop their career within the financial planning and investment industry. The Role As a Financial Services Administrator, you’ll play an integral part in supporting the advisers and paraplanners to deliver an exceptional service to clients. You’ll be responsible for managing key administrative processes, ensuring accuracy, efficiency, and professionalism at every stage. Key Responsibilities: * Providing full administrative support to financial advisers and paraplanners. * Preparing and processing client documentation, applications, and compliance paperwork. * Liaising with product providers and investment platforms to obtain valuations and policy information. * Maintaining accurate client records using internal systems. * Assisting with client reviews and producing reports and illustrations. * Handling correspondence, scheduling meetings, and ensuring smooth day-to-day office operations. About You * Previous ...