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Financial Services Administrator

Financial Services Administrator

Location: Manchester

Salary: £25,000 – £28,000
 

About the Role

A well-established financial services firm is seeking a Financial Services Administrator to join its growing team. This is an excellent entry-level role offering exposure across client servicing, administration, and compliance, with genuine opportunities for development and career progression.

 

Key Responsibilities:

  • Prepare and issue client review packs and supporting documentation.
  • Process client data, questionnaires, and AML checks accurately.
  • Support the renewal and servicing of Group Risk and Pension Plans.
  • Handle client queries via phone and email, maintaining a high standard of service.
  • Provide general administrative support to ensure smooth daily operations.

 

About You:

  • Strong attention to detail and organisational skills.
  • Confident communication and interpersonal abilities.
  • Ideally worked within a Financial Services organisation.
  • Proficient in Microsoft Word and Excel.
  • Reliable, proactive, and eager to learn.

 

Why Apply?

This role offers an excellent foundation to build a career in financial services within a friendly, professional, and collaborative team. Comprehensive training and long-term progression opportunities are available for the right candidate. An opportunity to study for financial services qualifications.

Permanent
8 October 2025
Financial Planning
IFA Administrator
Greater Manchester, City Centre
Salary: £25,000 – £28,000