Financial Services Administrator

4 days ago

Chester, Cheshire, United Kingdom Hamilton Jones Consulting Full time £25,000 - £28,000 per year

Summary

A dynamic, successful organisation is seeking a proactive and detail-oriented Financial Services Administrator to join its collaborative team. This is a full-time position for a period of 12 months. This is a key role, ideal for someone who thrives on taking initiative, enjoys working independently and collaboratively, and is passionate about delivering excellent client service in a professional setting.

The successful candidate will play a pivotal role in the continuous improvement of administrative and data processes.

Key Responsibilities:

  • Maintain and update records using internal databases and CRM systems
  • Provide responsive and professional support to internal and external stakeholders via phone and email
  • Cleanse, input, and monitor B2B data to support marketing and CRM initiatives
  • Ensure data accuracy and quality using third-party verification where needed
  • Assist with processing applications, fees, and invoices
  • Manage shared inboxes and ensure timely stakeholder communications
  • Collaborate with internal teams (sales, marketing, IT) on data-led projects
  • Ensure all data handling complies with GDPR and internal governance standards

Ideal Candidate:

  • Previous experience in an administrative or data-focused role (experience in a regulated environment such as legal or financial services advantageous)
  • Highly organised with excellent attention to detail and multitasking skills
  • Strong communication skills, both written and verbal
  • Confident using Microsoft Office, particularly Excel (CRM experience a bonus)
  • Self-motivated with the ability to work independently and within a team
  • Positive, flexible, and collaborative attitude

Benefits:

  • Office-based, Monday-Friday hour lunch)
  • Completion bonus
  • 21 days' annual leave + Birthday + Bank Holidays
  • Employee benefits package
  • Relaxed environment
  • Free parking

Job Type: Fixed term contract

Contract length: 12 months

Pay: £25,000.00-£28,000.00 per year

Benefits:

  • Casual dress
  • Company events
  • Company pension
  • Free parking
  • On-site parking

Ability to commute/relocate:

  • Chester CH4: reliably commute or plan to relocate before starting work (required)

Experience:

  • Administrative: 1 year (preferred)

Work authorisation:

  • United Kingdom (required)

Work Location: In person

  • Financial Planning Administrator

    1 week ago

    Chester, Cheshire, United Kingdom Fram Search Full time

    Fram are working with a boutique independent IFA in Cheshire. They are seeking a Financial Planning Support administrator to work 121 with a Financial Advisor and Paraplanner. The role is to assist the financial Planner in various aspects of their day-to-day operations, ensuring that client administration needs are met efficiently and that regulatory...

  • Financial Planning Assistant

    2 weeks ago

    Chester, Cheshire, United Kingdom Eden Rose Full time £20,000 - £35,000 per year

    The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial...

  • Administrator

    2 weeks ago

    Chester, Cheshire, United Kingdom Anchor Group Services Full time £22,995 per year

    About UsWith a wide range of roles available nationwide, you can find your perfect fit at Anchor. A company is nothing without the people in it, and we pride ourselves on our commitment to you, and with perks like our own employee assistance programme, wage advances with 'Wagestream', and a dedicated manager, we are industry leading employers.With hundreds...

  • IFA Administrator

    2 days ago

    Chester, Cheshire, United Kingdom Bond Recruitment Full time £25,000 - £40,000 per year

    We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.As a Chartered IFA, they actively encourage and fully support all of their colleagues in their...

  • IFA Administrator

    2 days ago

    Chester, Cheshire, United Kingdom Asset Recruit Full time £30,000 - £40,000 per year

    Job Description We are currently recruiting for an IFA Administrator for our award winning wealth management client for their Manchester office. Our client is currently the fastest growing wealth management brand in the UK and has over £10bn in client assets held under management from over 17,000 clients. Ideally you will an NVQ Level 3 in Business...

  • Client Service Executive

    2 days ago

    Chester, Cheshire, United Kingdom Eventus Recruitment Group Full time £28,000 - £30,000 per year

    Eventus Recruitment are seeking a full-time, permanent Client Service Executive – Financial Services to join a highly successful Financial Planning business based near Chester, Cheshire. This Client Service Executive job offers a competitive salary of £28,000 – £30,000, bonus potential, 25 days holiday, a 5% pension scheme and private healthcare. The...

  • Financial Adviser

    2 weeks ago

    Chester, Cheshire, United Kingdom Eden Rose Full time £60,000 - £80,000 per year

    Job Title:Senior Chartered Financial PlannerLocation:Alderley Edge, CheshireEmployment Type:PermanentRole OverviewA well-established, client-focused financial planning firm is seeking a Senior Chartered Financial Planner to take ownership of an existing client bank. This is a high-responsibility role offering the opportunity to manage and grow a portfolio of...

  • Financial Analyst

    6 days ago

    Chester, Cheshire, United Kingdom Bank of America Full time

    Job Description:Job Title:Finance Analyst**Corporate Title: AVPLocation:Chester**It's your career, so own it. Looking for a place where you can have real ownership over your work? At Bank of America, you will have the opportunity to apply your skills and experience in a world-leading financial services organisation and take your career to the next level.We...

  • Manager - Army Financial Improvement (AFI) Program

    4 hours ago

    Chester, Cheshire, United Kingdom Redwood Strategy Group, Inc. Full time $75,000 - $88,000

    Redwood Strategy Group (RSG) is a minority owned, Economically Disadvantaged Woman-Owned Small Business (EDWOSB) founded on over 17 years of thought-to-action leadership supporting military departments, Department of Defense, and agencies across the U.S. Federal Government with transformation, strategy, and operations. At RSG, we are committed to our...

  • Editorial Administrator

    6 hours ago

    Chester, Cheshire, United Kingdom Springer Nature Full time

    Job Title: Editorial AdministratorLocation: Chester, UK (Hybrid Working)Full Time, Permanent RoleSpringer Nature is one of the world's leading global scientific and medical publishers.As part of Springer Nature, Adis are a portfolio of medical journals publishing research on drugs and related therapeutic or diagnostic interventions, supporting the medical...