Financial Services Administrator
Location: Northwich, Cheshire
Salary: £25,000 per annum
Job Type: Full-time, Permanent (Office Based)
This is an excellent opportunity to join a well-established and growing firm of Independent Financial Advisers based in Northwich, Cheshire. Due to continued expansion, the company is looking to recruit a Financial Services Administrator to support advisers and the wider team.
The successful candidate will be keen to build a long-term career in financial services administration and is happy to remain in an administrative role for a number of years. There is potential for future progression, including funded study towards a Paraplanner role for the right individual, subject to performance and business requirements.
Key Responsibilities:
* Supporting advisers and colleagues across all areas of the business
* Liaising with investment and pension providers to obtain client information
* Preparing new business and client onboarding packs
* Maintaining and updating client records on the back-office system
* Ensuring new business is processed accurately and efficiently
* Adhering to FCA regulations and internal compliance procedures
* Handling client enquiries by phone and email
* General office and administrative duties
Skills & Experience:
* Previous office or administrative experience (preferred but not essential)
* Strong IT skills
* Good literacy and numeracy
* Confident written and verbal communication skills
* An interest in financial services, investments, pensions, or protection products
* Ability to work independently and as part of a team
The Ideal Candidate:
The ideal candidate will have a background in financial administration, a strong desire to develop their career and live locally. You will be a proactive team player with a friendly yet professional approach, capable of taking responsibility for administrative tasks and integrating quickly into an established team.
Due to the high volume of applications received, we regret that we are unable to provide feedback to all applicants. If you have not heard from us within 7 days, please assume your application has been unsuccessful.
Job Type: Full-time
Pay: £25,000.00 per year
Benefits:
* Company events
* Company pension
* Private medical insurance
Education:
* A-Level or equivalent (required)
Work Location: In person
Application deadline: 19/01/2026