Administrator (Financial Services)
Location: St Helens
Hours: 9.30am - 4.30pm
Full-time | Permanent
A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.
This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
* Managing ongoing advice cases from start to completion
* Preparing and issuing compliant advice documentation within agreed service standards
* Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
* Supporting fund switches, top-ups, new business submissions and annual reviews
* Completing projections and technical calculations to assist adviser recommendations
* Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
* Tracking pipeline business and ensuring smooth workflow management
* Maintaining accurate, compliant client records in line with FCA requirements
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