Financial Administrator

We are currently working in partnership with a highly regarded Wealth Management firm based in Altrincham, who are seeking a Client Support Administrator to join their team on a part-time basis. This is an excellent opportunity to join a professional, client-focused business, providing first-class administrative support to their financial advisers and wider team.

The Role:

• Providing day-to-day administrative support across client accounts and adviser requirements

• Preparing and maintaining client records and documentation with accuracy and attention to detail

• Handling client correspondence and ensuring all communications are dealt with promptly and professionally

• Supporting the preparation of reports, meeting packs, and compliance-related documentation

• Assisting in the smooth running of the office and contributing to the delivery of an excellent client experience

Requirements:

• Previous experience in a similar administrative role, ideally within financial services or wealth management

• Strong organisational and communication skills, with a proactive and professional approach

• Ability to work efficiently and accurately, managing multiple tasks within deadlines

• Competent IT skills, including the use of Microsoft Office

• Experience of Salesforce would be highly beneficial

• Previous exposure to the wealth management or financial planning environment would also be advantageous

Key Details:

• Hours: Part-time, 3 days per week

• Duration: 9 months initially, with a strong likelihood of extension for a further 6 months

• Rate: -15 per hour

• Location: Altrincham office. Whilst office presence is preferred, flexible working arrangements can be considered.

This is a fantastic opportunity, within a reputable Wealth Management firm to support-their advisers and enhancing client service delivery.

If you believe your skills and experience match what we are looking for, please apply now in order to be considered.