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Financial Services Administrator

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Financial Services Administrator

Salary: £20,000 – £24,000

Stockport, Cheshire

The role offers hybrid working from home and flexible working hours.

Forward-thinking financial planning firm dedicated to helping clients achieve their financial goals who are looking to add to their Financial Planning administration support team.

They are seeking a highly organised and detail oriented Financial Planning Administrator to join their team. The successful candidate will play a critical role in supporting the financial planning advisors and ensuring the smooth and efficient operation of our office.

Key Responsibilities:

  • Managing the financial planning review service process from start to finish.
  • Liaising with clients to arrange their reviews.
  • Preparing review packs for client meeting with the Financial Advisors.
  • Coordinate and schedule client meetings and follow-ups.
  • Maintain and update client files and records.
  • Process account applications, transfers, and other paperwork.
  • Handle administrative tasks, including phone calls, emails, and managing office supplies.
  • Collaborate with team members to ensure client needs are met effectively and efficiently.
  • Provide exceptional customer service to clients and address their inquiries and concerns promptly.


  • 12 months experience working within a Financial Planning practice or Financial Services provider.
  • Ideally experience within Pensions or Investment Management administration.
  • Excellent attention to detail and ability to handle sensitive and confidential information.
  • Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
  • Previous experience in financial services or a similar role is preferred.

Interested in speaking to graduates who have degrees in Maths, Business Management, Economics or a financial services related degree.

For more info on this outstanding Financial Services job opportunity in Cheshire please click to apply.

27 March 2024
Financial Planning
IFA Administrator
Greater Manchester
Salary: £20,000 - £24,000