Administrator, , Administrative​/Clerical

Location: Newton-le-Willows

Administrator (Financial Services)

Location:

St Helens

Hours:

9.30am - 4.30pm 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, compliant client records in line with FCA requirements