Administrator Financial Services

An exciting opportunity has become available with a well-established financial services business in Sale.

Due to continued growth and investment, a new team is being created to support the next stage of the business journey. This is a fantastic opportunity for someone who wants to develop a long-term career within financial services and become part of a supportive, client-focused organisation.

• Supporting with day-to-day administration
• Processing new and existing client business
• Liaising with providers to obtain information and updates
• Preparing client packs and documentation ahead of meetings
• Producing valuations and maintaining accurate client records
• Preparing client correspondence and supporting adviser processes
• Responding to client and provider queries via telephone and email
• Ensuring all required documentation is accurate and compliant
• Supporting meeting preparation and follow-up activity

We?re looking for someone with:

• Strong administration skills and excellent attention to detail
• A professional and client-focused approach
• Excellent communication skills, both written and verbal
• The ability to organise workloads and manage priorities

Previous experience within financial services would be advantageous, but we would also welcome applications from strong administrators with experience in c...