Graduate / Entry level Financial Services Administrator

Job Title: Entry-Level Financial Services Administrator
Location: Altrincham (Office-Based)
Salary: £24,000 - £26,000 (DOE)
Working Hours: Flexible - Core hours between 8am-5pm

We are currently working with a well-established and highly regarded financial services firm based in Altrincham, who are looking to recruit an Entry-Level Financial Services Administrator to join their growing team. This is a fantastic opportunity for someone with an interest in financial services and a keen eye for detail to kickstart their career in a professional and supportive environment.

The successful candidate will support the firm's Financial Planners with a range of administrative duties, playing a key role in ensuring a smooth client experience. You’ll be responsible for updating client records, processing documentation, and liaising with providers and internal teams to support the financial planning process.

• Provide administrative support to Financial Planners and the wider support team

• Assist with preparing valuations and documentation for client meetings

• Liaise with clients, providers, and internal stakeholders to gather and manage information

• Process new business applications, withdrawals, switches, and other client servicing tasks

• Maintain accurate and compliant client records and files

• Ensure client communications are handled professionally and promptly

• Some knowledge of or exposure to financial services is advantageous, but not essential

• Strong attention to detail and excellent organisational skills

• Confident IT user (Microsoft Office, CRM systems)

• Proactive, with the ability to prioritise and manage multiple tasks

• A strong team player with good communication skills and a professional manner

• Competitive salary of £24,000 - £26,000

• 26 days holiday (including 3 days between Christmas and New Year), increasing with length of service

• Private Medical Insurance

• Group Personal Pension (via salary sacrifice)

• Death in Service & Income Protection

• Study support for relevant professional qualifications, including financial assistance and study leave

• Recognition and rewards for professional development (Diploma/Advanced Diploma)

• Perkbox - peer-to-peer recognition platform with access to discounts and perks

Office-based role with flexible start and finish times, either 8-4 or 9-5

If you’re looking to launch your career in financial services within a supportive and professional environment, we’d love to hear from you.

To apply or find out more, please get in touch today.