img
Permanent

Financial Services Administrator

Newton-le-willows
money-bag 30000.00-30000.00 Annual
3085440666
Posted Yesterday

Financial Administrator (Technical Administrator) Location: St HelensSector: FCA-Regulated Financial ServicesFull-time PermanentA well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work. The Role You will play a key role in supporting advisers by: Managing ongoing advice cases from start to completionPreparing and issuing compliant advice documentation within agreed service standardsProducing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)Supporting fund switches, top-ups, new business submissions and annual reviewsCompleting projections and technical calculations to assist adviser recommendationsProcessing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care casesTracking pipeline business and ensuring smooth workflow managementMaintaining accurate, compliant client records in line with FCA requirements You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity. About You We''re looking for someone who has: Experience within FCA-regulated financial service

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!