Location
Newton Le Willows
Salary Competitive TypePermanent WorkplaceOn-Site Ref89053
Recruiter Managing This Role
Financial Services Administrator
Newton-le-Willows | MonFri, 9:30am4:30pm | Office Based | £27,000£30,000
Were looking for a Financial Services Administrator to join our busy Senior Partner Practice within St. Jamess Place. If youre detail-driven, proactive, and enjoy working in a professional environment, this could be the role for you.
What youll do:
1. Keep Client Records accurate and compliant.
2. Prepare and issue letters to client promptly (within 10 working days).
3. Produce clear, compliant meeting notes including drawdown reviews and complex cases.
4. Build accurate client presentation packs ahead of meetings.
5. Draft/review Financial Promotions to FCA standards.
6. Process new business cases, including Trust paperwork and VCT/ITS applications.
7. Track and chase pipeline business from submission to payment.
8. Handle client calls professionally and manage cases end-to-end.
9. Plus other reasonable tasks as part of a dynamic small team.
What were looking for:
10. Financial services experience required (SJP experience is a bonus).
11. Highly organised, accurate, and detail-focused.
12. Confident communicator with a client-first approach.
Why join us?
13. Salary: £27,000£30,000
14. Office-based role with friendly, supportive colleagues and Directors.
15. Opportunities for career development, including qualifications.
16. Recognition for the impact you make on client success.