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Financial Services Administrator - Altrincham
£25,000 - £30,000
£1000 increase with each passed CII exam
Full-Time | Employed | Office-Based (with some flexibility after probation)
NJR Recruitment is proud to be working with a successful and established financial planning firm, currently seeking a Financial Services Administrator to support their growing team. This is a fantastic opportunity to join a highly professional and friendly environment where your contribution genuinely makes a difference.
The Role
You'll be providing dedicated administrative support to two financial advisers, playing a key part in ensuring the smooth running of the business. You'll be client-facing, systems-driven, and hands-on with a variety of financial products.
Key Responsibilities Include:
" Liaising directly with clients and providers in a professional and timely manner
" Managing client records with precision, including maintaining file notes and documentation
" Processing applications across pensions, investments, protection, and mortgages
" Preparing paperwork for meetings and following up on actions
" Tracking business submissions and chasing providers to ensure prompt processing
" Supporting compliance efforts and maintaining internal systems (Finplan CRM)
" Assisting with reporting and general support tasks to advisers
What We're Looking For
" Previous experience in financial services administration
" Excellent IT and CRM system skills (e.g., Aegon, Quilter, Aviva, Royal London, LV)
" Strong written and verbal communication
" Organised, detail-focused and capable of managing competing priorities
" Able to work independently and as part of a team
" Familiarity with back-office systems (Finplan is a plus)
" Confident using Outlook, Teams, and Zoom
" Experience submitting business applications and trust forms
Please note: Candidates must not have been dismissed from a previous role.
Benefits
" Supportive and professional work culture
" Career development with exam support (£1K pay rise per exam passed)
" Quarterly bonus scheme
" 20 days holiday 2 full weeks off at Christmas
" Birthday off
" Company pension
" Team social events
" Hybrid working - 1 day from home after training/probation
Apply today with your CV or get in touch with NJR Recruitment to discuss this exciting opportunity further.
Let's find the right next step in your career.
NJR15838
