Financial Service Administrator

23 hours ago

NewtonleWillows, United Kingdom Heat Recruitment Full time

LocationNewton Le Willows Salary Competitive TypePermanent WorkplaceOn-Site Ref89422 Recruiter Managing This Role Client Administrator Financial Services Salary: Up to £28,500, dependent on experience & qualifications About the Role: We are seeking a proactive and organised Client Administrator to join a growing financial services team. You will provide essential administrative support to advisers and the practice manager, ensuring clients receive a seamless service. Key Responsibilities: Manage client-related admin including review letters and correspondence Maintain CRM records and support client contact strategy Prepare client meeting packs, new business forms, and trust documentation Handle ongoing administrative tasks such as withdrawals, fund switches, and bereavement cases Assist with other administrative functions as required in a small, collaborative team About You: Previous financial services administration experience Highly organised, with attention to detail and strong communication skills Fully office-based and within commutable distance of WA12 9UY Flexible, team-oriented, and keen to contribute to a growing business Why This Role is Exciting: Work within a business in an active growth phase with acquisition plans over the next 612 months Learn from a highly experienced team, including an experienced practice manager and three adviser-directors Opportunities for professional development and exposure to a broad range of client cases Two additional advisers joining over the next year, bringing further expertise and mentorship

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