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.