Full or Part-time Financial Services Administrator

4 weeks ago


Northwich Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time

Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and hybrid working.
With a national presence,there is ample opportunity to grow with and be part of a collaborative, inclusive culture. Join as a Financial Services Administrator in their Client Onboarding & Data Maintenance team to manage new business applications and maintain accurate client data, ensuring seamless onboarding and data updates. This role is initially a 12 month fixed term contract.

Process new business applications and manage client data updates efficiently.
Support continuous improvement efforts and adhere to document management procedures.

Previous financial services experience, especially in wealth management.
25 days holiday (option to buy more)
~ Life Assurance
~10% pension contribution
~ Hybrid working
~ PMI/EAP, Share Incentive Scheme, and more.


Interested candidates are encouraged to apply for this 12 month fixed term contract, for an opportunity to provide excellent financial planning and investment services. If you have a VISA it must expire AFTER June 2025 or you cannot be considered for this position.



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