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Financial Services Administrator

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £20000 - £25000 per annum, Benefits: Flexible Working hours, Parking, Pension

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


  • Expiry date:


  • Startdate:

    July 2019

Financial Services Administrator Bolton, Salary up to £25,000 dependent on experience and excellent Benefits including Holidays, Pension, Parking and Flexible working hours.

BWD are delighted to be working in partnership with a Bolton based IFA practice who are looking to recruit an Administrator to provide support to a team of Financial Advisers. Initially on a fixed term contract to cover Maternity.

If successful you will support the advisers in the provision of financial planning advice to clients both private and corporate.

On a daily basis you will be required to:

  • Collate fact find information and documentation, and transfer onto the back-office system
  • Diary management of events
  • Produce new business packs and preparation for client meetings
  • Produce client portfolio review information and present this with meeting packs
  • Liaison with providers and clients as required.

To apply you will need to have the following:

  • Experience of working within an IFA environment
  • Experience of an office admin support role within the Financial Services industry
  • Strong interpersonal skills drive and energy
  • As well as being educated to GCSE level or equivalent with grade C or above in Maths and English.

In return you will receive:

  • A competitive salary of up to £25,000
  • 37.5 hour working week, with the option to work flexible working hours
  • Pension Scheme – Employer contribution 5% of salary provided Employee pays 3% (gross)
  • Death in Service cover – 3 times basic salary
  • 22 days holidays + bank holidays
  • Regular social events
  • Structured personal development
  • Free on-site parking

To find out more please contact Helen Spriggs on 0113 4260775