Job Title: Entry-Level Financial Services AdministratorLocation: Altrincham (Office-Based)Salary: £24,000 - £26,000 (DOE)Working Hours: Flexible - Core hours between 8am-5pm
We are currently working with a well-established and highly regarded financial services firm based in Altrincham, who are looking to recruit an Entry-Level Financial Services Administrator to join their growing team. This is a fantastic opportunity for someone with an interest in financial services and a keen eye for detail to kickstart their career in a professional and supportive environment.
About the Role:
The successful candidate will support the firm's Financial Planners with a range of administrative duties, playing a key role in ensuring a smooth client experience. You’ll be responsible for updating client records, processing documentation, and liaising with providers and internal teams to support the financial planning process.
Key Responsibilities:
1. Provide administrative support to Financial Planners and the wider support team
2. Assist with preparing valuations and documentation for client meetings
3. Liaise with clients, providers, and internal stakeholders to gather and manage information
4. Process new business applications, withdrawals, switches, and oth...