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  • Job type

    Permanent
  • Location

    Crewe
  • Working Pattern

    Full-time
  • Specialism

    Financial Services Operations
  • Industry

    Banking & Financial Services
  • Pay

    to £30,000 + benefits
  • Closing date

    11 Jun 2024

Financial Services Administrator : Cheshire : to c£30,000 + benefits

Your new company

Due to expansion, a new opportunity has arisen within a growing firm of IFAs for an Administrator. Working as part of a friendly and supportive team, this is an excellent opportunity to develop your skills and experience.

Your new role

Providing administration support to Financial Advisers and their clients. Key responsibilities include assisting advisers to prepare for clients meetings, submitting new business, accurately uploading information onto the company's CRM / back office system, liaising with product providers, being a key point of contact for clients regarding all administrative matter

Training on the company's specific processes will be provided. Support with learning and career progression with professional exams provided where the candidate desires (equally happy for someone who loves the admin/support role).

What you'll need to succeed

Administration experience gained within financial services, strong attention to detail, excellent communication skills, a "can do" attitude.

What you'll get in return

Highly competitive basic salary and benefits including study support to attain professional qualifications if desired. Excellent long term prospects and support to continue developing your skills and experience.

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.

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