FINANCIAL ADMINISTRATOR / PA - MACCLESFIELD

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FINANCIAL ADMINISTRATOR / PA - MACCLESFIELD

Financial Services

MACCLESFIELD

11/10/2026

£30,000 - £35,000

Ref: #3681466

Our client is looking for an Administrator to join their expanding team based in Macclesfield. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.

 

Key duties and responsibilities:

• Provide high level technical and administrative support to the adviser. 
• Deal effectively with queries from clients and other parties through effective communication;
• Prepare files including compliance required documentation; research; illustrations and supporting documentation;
• Ensure that files are complete with all required client identification documentation and necessary application forms;
• Pipeline managementProcess applications accurately and record the required management information;
• Request information from 3rd parties and follow up on outstanding requirements.
• Collate information for paraplanners.
• Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
• Record completion dates on tracker and all the relevant documentation on file.
• Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board;
• Coordinate internal projects and determine the best use of resources to increase customer satisfaction;
• Monitor and measure client satisfaction. 

 

Person Specification:

 

Knowledge and experience:

·       Experience in client servicing sector (desirable).

·       Experience of data collation and entry (desirable). 

·       Experience in cashflow management (desirable).

Skills and behaviours:

·       Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;

·       Excellent written communication skills;

·       Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams ); 

·       Good organisation skills;

·       Strong attention to detail;

·       Manages time effectively with the ability to multi-task;

·       Keeps calm when faced with conflicting demands and handles these effectively;

·       Demonstrates a positive attitude at all times;

·       Works well on own tasks as well as on shared goals as part of a team;

·       Open to change with a creative approach to problem solving.

·       Professional and confident in dealing with people, working with total discretion at all times;

·       Confident decision maker.

 

If this role is of interest to you then please forward your CV to [email removed]  

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