Financial Services Administrator

  • Job Reference: 291
  • Date Posted: 4 May 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Knutsford, Cheshire
  • Salary: £16,000 to £20,000
  • Sector: Administration, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

An excellent new opportunity has arisen for an Administrator to join a growing team within a Knutsford Based Financial Planning Practice.

This growing firm, who's new offices are based in rural Knutsford which is easily accessible from both Manchester and Cheshire. The Practice has several high net worth clients and has ambitions to double its funds under management in the next year. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

The role

  • Provide efficient administrative support to the Adviser
  • Produce all the relevant paperwork for the client
  • Prepare for meetings, quotations, illustrations and valuations
  • Process all new business documentation
  • Handle queries from clients and third parties

The Person

We are looking for an administrator who is looking for an opportunity to enter the firm at an entry level position. There will be opportunity in the future to work towards further development within the practice.

If you are looking to commence or further your career withing financial services with a repurtable local firm then please apply today.