Financial Services Administrator

?? Financial Services Administrator - Altrincham
?? Salary: £25,000 - £32,000
?? Full-Time | Employed | Office-Based (with some flexibility after probation)

NJR Recruitment is proud to be working with a successful and established financial planning firm, currently seeking a Financial Services Administrator to support their growing team. This is a fantastic opportunity to join a highly professional and friendly environment where your contribution genuinely makes a difference.

The Role

You’ll be providing dedicated administrative support to two financial advisers, playing a key part in ensuring the smooth running of the business. You'll be client-facing, systems-driven, and hands-on with a variety of financial products.

Key Responsibilities Include:

• Liaising directly with clients and providers in a professional and timely manner
• Managing client records with precision, including maintaining file notes and documentation
• Processing applications across pensions, investments, protection, and mortgages
• Preparing paperwork for meetings and following up on actions
• Tracking business submissions and chasing providers to ensure prompt processing
• Supporting compliance efforts and maintaining internal systems (Finplan CRM)
• Assisting with reporting and general support tasks to advisers

What We’re Looking For

• Previous experience in financial services administration
• Excellent IT and CRM system skills (e.g., Aegon, Quilter, Aviva, Royal London, LV)
• Strong written and verbal communication
• Organised, detail-focused and capable of managing competing priorities
• Able to work independently and as part of a team
• Familiarity with back-office systems (Finplan is a plus)
• Confident using Outlook, Teams, and Zoom
• Experience submitting business applications and trust forms

Please note: Candidates must not have been dismissed from a previous role.

Benefits

• Supportive and professional work culture
• Career development with exam support (£1K pay rise per exam passed)
• Quarterly bonus scheme
• 20 days holiday + 2 full weeks off at Christmas
• Birthday off
• Company pension
• Team social events
• Hybrid working - 1 day from home after training/probation

?? Interested?

Apply today with your CV or get in touch with NJR Recruitment to discuss this exciting opportunity further.

Let’s find the right next step in your career.

NJR15838