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Permanent

Financial Services Administrator

Capio Recruitment Financial Planning
Stockport
money-bag £25000 Annual
Posted: 29 May 2026 (Yesterday)
Closing date: 28 June 2026
Ref: 3115103001

Financial Services Administrator StockportCompetitive Salary + Hybrid Working + Excellent BenefitsA growing and well-established wealth management firm is looking to appoint a Client Relations Administrator to join its collaborative and client-focused team.This is an excellent opportunity for someone with experience within financial services administration who enjoys delivering exceptional client service while supporting advisers and consultants across pensions, investments, and protection business.Working within a busy and supportive environment, you''ll play a key role in ensuring client cases are processed efficiently, accurately, and in line with regulatory requirements.About YouThe successful candidate will ideally have:Previous experience within an IFA, wealth management firm, or financial services providerUnderstanding of pensions and investment productsExcellent communication and interpersonal skillsStrong organisational skills and attention to detailThe ability to multitask and manage workloads effectivelyA proactive and professional approach to client serviceExperience using Intelligent Office (IO) would be advantageous.What''s on OfferHybrid working following probationFlexible working hoursCompetitive salary depending on experienceGenerous holiday allowance with additional service-related increasesPension contribution schemeLife assurance and income protectionHealth cash plan and additional employee benefitsSupportive team environment with long-term career ..... full job details .....

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