Financal Service Administrator

Financial Services Administrator
Newton-le-Willows | Mon–Fri, 9:30am–4:30pm | Office Based |  £27,000–£30,000

We’re looking for a Financial Services Administrator to join our busy Senior Partner Practice within St. James’s Place. If you’re detail-driven, proactive, and enjoy working in a professional environment, this could be the role for you.

What you’ll do:

• Keep Client Records accurate and compliant.
• Prepare and issue letters to client promptly (within 10 working days).
• Produce clear, compliant meeting notes — including drawdown reviews and complex cases.
• Build accurate client presentation packs ahead of meetings.
• Draft/review Financial Promotions to FCA standards.
• Process new business cases, including Trust paperwork and VCT/ITS applications.
• Track and chase pipeline business from submission to payment.
• Handle client calls professionally and manage cases end-to-end.
• Plus other reasonable tasks as part of a dynamic small team.

What we’re looking for:

• Financial services experience required (SJP experience is a bonus).
• Highly organised, accurate, and detail-focused.
• Confident communicator with a client-first approach.

Why join us?

• Salary: £27,000–£30,000
• Office-based role with friendly, supportive colleagues and Directors.
• Opportunities for career development, including qualifications.
• Recognition for the impact you make on client success.