Administrator (Financial Services) Location: St Helens Sector: FCA-Regulated Financial Services 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 You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity. About You We're looking for someone who has: Experience within FCA-regulated financial services (Desirable) Strong technical understanding of ongoing advice and regulated documentation High attention to detail and excellent organisational skills The ability to manage multiple cases and deadlines efficiently Confidence in producing detailed, accurate written documentation A proactive and collaborative approach What's on Offer A supportive and professional team environment Clear processes and structured workflows Opportunities for ongoing development and accreditation A stable, growing business with strong compliance standards Hybrid working arrangements If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.