Financial Services Administrator

Financial Services Administrator
Location: Bolton, BL1 5BP
Salary: £23,000 - £26,000 per annum + Loyalty Bonus + Performance Bonus
Job Type: Full-time, Permanent (35 hours per week, office based)

A well-established Wealth Management firm based in Bolton is seeking a proactive and detail-oriented Financial Services Administrator to join their growing team. This is an exciting opportunity to work within a dynamic and supportive environment, providing vital administrative support to financial advisers and ensuring a smooth client experience.

About the Role:
As a Financial Services Administrator, you will support advisers by managing client communications, preparing documentation, and ensuring that all regulatory requirements are met. You will play a key role in maintaining high standards of client service and operational efficiency.

Key Responsibilities:

• Liaising with clients and providers, handling queries, booking review meetings, and following up on outstanding information.

• Preparing client files including compliance documentation, research, and illustrations.

• Maintaining accurate client records and preparing portfolio valuations as requested.

• Processing new business applications, fund switches, and ensuring all post-sale documentation is complete.

• Supporting the end-to-end business process in line with regulatory and company standards.

• Contributing to regular team meetings and maintaining a high standard of professionalism.

What We’re Looking For:

• Previous administration experience within Financial Services is highly preferred (IFA and/or SJP experience advantageous).

• A strong interest in Financial Services and Wealth Management.

• Excellent interpersonal skills, with the ability to build strong client relationships both in person and over the phone.

• High attention to detail and strong organisational and time management skills.

• Confident using Microsoft Office (Word, Excel, Outlook, PowerPoint) and CRM systems (experience with Salesforce a plus).

• A positive, team-oriented approach with the ability to adapt to change and solve problems creatively.

Benefits:

• Company pension scheme

• Health and wellbeing programme

• Free on-site parking

• Company events and social activities

• Loyalty and performance bonuses

Requirements:

• GCSE or equivalent education (required)

• Full UK Driving Licence (required)

• English language proficiency

• Ability to reliably commute or relocate to Bolton