Client Services Administrator, Newton-Le-Willows, £27,000-£28,500, Full or Part Time Available


This is an excellent opportunity for someone who's working with financial services administration experience to join a growing business, and kick-start their career within Financial Advice, pass industry relevant qualifications (Paid for by the business) and develop with excellent internal training and development programmes.


Role Requirements

• Previous financial services administration experience
• Fully office-based (no hybrid working)
• Within commutable distance of Newton-Le-Willows
• Full-time hours: 9:30am–4:30pm
• Part-time considered
• Starting salary up to £28,500

 

Key Responsibilities

• Client-related admin, including review letters
• CRM maintenance & support with our client contact strategy
• Preparing client meeting packs, new business forms and trust documents
• Handling ongoing admin such as withdrawals, fund switches and bereavement cases
• Other relevant administrative functions as reasonably required, as we operate as a small, collaborative team

 

Why This Is a Great Opportunity

• Business is in an active growth phase with clear acquisition plans over the next 6–12 months
• Strong internal support: experienced practice manager + 3 adviser-directors
• Two additional advisers joining over the next year, bringing considerable experience
• Excellent scope for development and learning from a highly experienced team

 

Timeline & Next Steps

• Target start date: January 2025
• Initial interviews available online or in person