Administrator Financial Services

About the role

This role supports a growing financial services business in Sale, helping the team deliver high‑quality client service. You will be part of a newly created administration team, working closely with advisers and external providers.

Key responsibilities

• Provide day‑to‑day administrative support for new and existing client business.
• Liaise with providers to obtain information, updates and documentation.
• Prepare client packs, documentation and valuations ahead of meetings.
• Maintain accurate client records and produce regular valuations.
• Draft client correspondence and support adviser processes.
• Respond to client and provider queries via telephone and email.
• Ensure all documentation is accurate, compliant and filed correctly.
• Assist with meeting preparation and post‑meeting follow‑up activities.

Required profile

• Strong administration experience with excellent attention to detail.
• Professional, client‑focused attitude.
• Excellent written and verbal communication skills.
• Ability to organise workload and manage priorities.
• Previous experience in financial services is advantageous, though experience in customer service, banking, pensions or other regulated sectors is also welcomed.

Required skills

• Proficiency in standard office software for document preparation and record keeping.

What we offer

• Opportunity to develop a long‑term career within a supportive, client‑focused organisation.
• Competitive salary range £25,000‑£26,000 per year.
• Being part of a growing team with clear progression pathways.