Financial Services Administrator

  • Location:

    Altrincham, Cheshire

  • Sector:


  • Job type:


  • Salary:

    £25,000 - £30,000

  • Contact:

    Halecroft Recruitment Ltd

  • Contact email:

  • Job ref:


  • Published:

    an hour ago

  • Consultant:

    Lydia Whitelegg

  • Expiry date:


Our client based in Hale,  Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis...

To provide efficient, friendly, and professional administration support to both clients & IFAs.

The Role:

  • Dealing with adhoc queries from Advisers/Clients/Providers
  • Tasks to be recorded and maintained via back-office systems
  • Maintenance of client files
  • Postal activity (incoming/outgoing)
  • New business processing (Online/Post)
  • Loading relevant data on to CRM database
  • Processing Letters of Authority
  • Valuations
  • Liaise with 3rd Party Providers & Paraplanners
  • Preparing Client Meeting Packs
  • Gather quotes/illustrations / Fact Sheets / Order Projections
  • Booking Client Review Appointments & Managing IFA’s diary
  • Print & Bind Client Suitability Reports
  • Administration of client investment funds, constructing client portfolios
  • Update IFA & Client on progress on New Business cases
  • Maintenance of all client policy data & associated income expectancies
  • Process Client Withdrawals as and when required



  • Good communication skills, both oral and written
  • Excellent administrative skills
  • Accurate keyboard/data entry skills
  • Excellent accuracy skills and attention to detail
  • An excellent team player with an adaptable and flexible approach to work
  • Ability to build and develop effective working relationships at all levels


  • Financial services industry/wealth management experience – Essential
  • Experience of working within defined service standards, policies and procedures
  • Longevity and proven commitment within previous employment – Essential


  • Good knowledge of Microsoft Office
  • A proven track record in delivering excellent client satisfaction
  • A good knowledge and understanding of a wide range of financial products – Ideal
  • Basic knowledge of regulatory requirements – Ideal


  • Salary: Competitive depending on experience
  • Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)
  • Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)
  • Study support for industry-related qualifications
  • Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)