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Part-time Financial Services Administrator

Hays Specialist Recruitment Limited

Your new company
Hays are recruiting for a temporary part-time Administrator to join a growing organisation within the financial services sector. This role is based in Altrincham and will run for a minimum of 6 months.
Your new role
As an Administrator, you will support the wider team with a range of day-to-day tasks, including:

  • Processing new business applications, client onboarding, and ensuring all documentation meets regulatory and compliance requirements
  • Maintaining accurate client records, updating CRM systems, and managing client files in line with FCA guidelines
  • Preparing reports, illustrations, and suitability documents to support financial advisers
  • Liaising with providers, product companies, and platforms to track applications, transfers, and policy servicing
  • Handling client queries, correspondence, and scheduling appointments for advisers
  • Assisting with compliance checks, audits, and ensuring adherence to internal policies and procedures
  • Managing pipeline tracking, chasing outstanding information, and ensuring timely completion of cases

What you'll need to succeed

  • Previous experience in an administration or office support role
  • Ideally come from a financial services background
  • Strong attention to detail and accurate data entry skills
  • Good organisational skills with the ability to manage multiple tasks
  • Confident communication skills and ability to work within a team environment
  • Ability to work effectively in a fast-paced setting

What you'll get in return

  • Minimum 6-month contract
  • £13.70 per hour + holiday pay
  • Immediate start available
  • Opportunity to gain experience within a well-established and growing organisation

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

To apply for this job please visit www.reed.co.uk.

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