Financial Services Administrator | Altrincham | Hybrid Working | £32,000

A growing financial advice firm is seeking a Financial Services Administrator to support advisers and ensure smooth day-to-day operations.

The role:
A varied and client-focused position, including:

• Providing dedicated admin support to advisers
• Communicating with clients and providers professionally
• Processing applications across mortgages, protection, pensions, and investments
• Maintaining accurate client records and file notes
• Preparing meeting packs and assisting with follow-up actions
• Managing pipelines, reports, and compliance requirements
• Supporting with system updates and business submissions

The person:
Organised, detail-focused, and confident communicating with clients and providers. Previous experience with financial software, back-office systems (Finplan preferred), and platforms such as Aegon, Quilter, Aviva, and Royal London is desirable. A proactive, adaptable team player with strong IT skills and the ability to manage deadlines.

The benefits:
£29–32K salary | Quarterly bonus scheme | Exam support with pay rises for passes | 20 days holiday + 2 weeks at Christmas (Without using your leave) + birthday off | Pension scheme | Hybrid working (1 day WFH after probation) | Career development and training | Supportive, team-focused culture

Unsure if you should apply? Or you don't have a CV?
No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.