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Permanent

Financial Services Administrator

Merseyside
money-bag 30000.00-30000.00 Annual
3063846162
Posted Today

Financial Services Administrator Location: Newton-le-Willows, WA12 Hours: Monday to Friday 9.30am to 4.30pm Salary: Up to £30,000 (DoE) We are looking for a friendly, organised Financial Services Administrator to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. This is a varied role where you will be joining a team that manage a varied caseload, prepare accurate and compliant documentation, and help keep everything running smoothly behind the scenes. If you enjoy detail, organisation, and working as part of a supportive team in Financial Services, this could be a great fit. The Role: Financial Services Administrator Preparing meeting notes, Ongoing Advice letters, and client documentation Supporting advisers with projections, calculations, and general admin Processing new business and replacement or transfer cases within pensions and investments Liaising with clients by phone and email, keeping records up to date Tracking pipeline activity and helping the team meet service levels Checking the progress of advice cases such as fund switches, drawdown and decumulation reviews with the relevant departments To be suitable for this role you will need: A positive and professional attitude Experience of working in Financial Services, ideally with a St. James''s Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop Excellent cu

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