img
Permanent

Financial Services Administrator

Capio Recruitment Financial Planning
Stockport
money-bag £27000 Annual
Posted: 16 June 2026 (2 days ago)
Closing date: 16 July 2026
Ref: 3122912853

Role: Financial Services Administrator Salary: £27,000 - £32,000Location: StockportHybrid Working Flexible Hours 25+ Days Holiday 5% Employer Pension Contribution Life Assurance Income Protection Health Cash Plan Career DevelopmentA highly regarded Financial Planning firm is seeking a Financial Services Administrator to join its growing team.This is an excellent opportunity for someone with experience in an IFA, Wealth Management or Financial Services environment who enjoys delivering exceptional client service and supporting advisers with the administration of pensions, investments and protection products.Key ResponsibilitiesProcessing transfers, top-ups, withdrawals, income payments, fund switches, pension contributions and protection applicationsLiaising with clients and providers to progress cases through to completionManaging client records and maintaining accurate information on back-office systemsHandling client and adviser queries via telephone and emailMonitoring workloads and managing tasks to agreed service standardsSupporting the wider team with general administration and client servicing activitiesAbout YouPrevious experience within an IFA, Wealth Management firm or Financial Services providerUnderstanding of pensions and investment productsStrong organisational skills and excellent attention to detailProfessional and confident communication skillsAbility to manage multiple priorities in a fast-paced environmentExperience with Intelliflo (iO) would be ..... full job details .....

Other jobs of interest...

Hays Business Support
Manchester
money-bag£24000 - £25000/annum
Capio Recruitment Financial Planning
Macclesfield
money-bag28000.00-28000.00 Annual
BWP Inspire
Sale6 days ago
money-bag£27000/annum
BWP Inspire
Manchester6 days ago
money-bag27000.00-27000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!