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Permanent

Financial Services Administrator

Newton-le-willows
money-bag 30000.00-30000.00 Annual
3075142371
Posted Today

Financial Administrator (Technical Administrator)Location: St HelensSector: FCA-Regulated Financial ServicesFull-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 RoleYou will play a key role in supporting advisers by:Managing ongoing advice cases from start to completionPreparing and issuing compliant advice documentation within agreed service standardsProducing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)Supporting fund switches, top-ups, new business submissions and annual reviewsCompleting projections and technical calculations to assist adviser recommendationsProcessing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care casesTracking pipeline business and ensuring smooth workflow managementMaintaining accurate, compliant client records in line with FCA requirementsYou will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.About YouWe''re looking for someone who has:Experience within FCA-regulated financial services (Desira

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