Financial Services Administrator

18 Days Old

Financial Administrator (Technical Administrator)
Location: St Helens
Sector: FCA-Regulated Financial Services
Full-time | Permanent
A 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 completion

Preparing and issuing compliant advice documentation within agreed service standards

Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)

Supporting fund switches, top-ups, new business submissions and annual reviews

Completing projections and technical calculations to assist adviser recommendations

Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases

Tracking pipeline business and ensuring smooth workflow management

Maintaining accurate, com...
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Location:
St Helens
Salary:
£30,000
Job Type:
FullTime
Category:
Accounting & Finance

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