Financial Services Administrator

4527996
  • Job type

    Permanent
  • Location

    Macclesfield
  • Working Pattern

    Full-time
  • Specialism

    Financial Services Operations
  • Industry

    Banking & Financial Services
  • Pay

    to c£28,000 + benefits
  • Closing date

    16 May 2024

Financial Services Administrator : Macclesfield : to c£28,000 + benefits

Your new company

An exciting opportunity has arisen within a highly reputable and growing financial advisory firm (IFAs) for an Administrator. This is an excellent opportunity for someone who already has experience of working within a financial advisory firm seeking career development or someone with strong administration skills gained within a professional services environment and now seeking to step into the financial planning sector.

Your new role

Providing administration support to the advisers and their clients, you will often be the first point of contact for all administrative enquiries, which will often be broad ranging and challenging. Key responsibilities will include processing new business across the full range of financial planning including pensions, investments, life assurance, liaising with product providers, assisting the advisers to prepare documentation for client meetings.

What you'll need to succeed

Experience of working within a financial advisory company or professional services, strong administration and organisational skills, excellent communication skills, attention to detail, ability to adapt, a passion for providing high levels of client service.

What you'll get in return

Highly competitive basic salary and very good benefits package including contributory pension, private healthcare, 27 days holiday plus bank holiday, support to attain further professional qualifications.

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Apply for this job

Talk to Linda Leon, the specialist consultant managing this position

Located in Manchester, 4th Floor, City Tower, Piccadilly PlazaTelephone 0161 236 2622
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