Eventus Recruitment are seeking a dependable Financial Services Administrator to join a specialist Financial Planning business near Manchester City Centre. This is a permanent, full-time job offering flexible working opportunities, private healthcare, and excellent career development support. The hiring company is committed to growth and employee progression, with a supportive and collaborative environment. This Financial Services Administrator job is available due to continued expansion, offering the incoming applicant the chance to develop within a fast-paced and rewarding environment.

Job Responsibilities

The Financial Services Administrator job is integral to ensuring clients are supported throughout their journey with the business. Day-to-day responsibilities will include:

• Logging incoming enquiries from phone, email, and web forms into the CRM system, Intelliflo Office.
• Ensuring all data is entered accurately, categorised correctly, and kept consistent across records.
• Liaising with internal teams to route enquiries effectively.
• Informing third parties and heads of departments when data has been logged.
• Supporting the reporting and analysis of enquiry trends.
• Reviewing and cleansing data to ensure accurate reporting.
• Adapting to new and evolving processes, contributing to continuous improvements.

Person Specification

The incoming Financial Services Administrator will bring strong attention to detail, excellent organisational skills, and the ability to manage sensitive information with discretion. Essential attributes include:

• Previous experience in Financial Services administration.
• Ability to manage large volumes of data with speed and precision.
• Experience handling enquiries across multiple channels.
• Strong communication skills for liaising with third parties, colleagues, and vulnerable individuals.
• Proficiency in Microsoft Office, particularly Excel, Outlook.
• Familiarity with CRM systems desirable.
• Trustworthy, professional, and adaptable to change.

Benefits and Rewards

This Financial Services Administrator job near Manchester City Centre offers excellent benefits and long-term progression. Rewards include:

• Starting salary of £25k - £27K per annum
• Permanent, full-time contract (37.5 hours per week).
• Flexible working.
• 26 days holiday plus bank holidays.
• Private healthcare.
• Employee assistance programme, including access to 24/7 GP, fitness and wellbeing support, and financial or legal advice.
• Cycle to work scheme.
• Access to Life Perks cashback savings.
• Supportive working environment with a clear career development plan.

About the Company

The hiring company is a long-established Financial Planning firm with a strong reputation in supporting clients in their financial affairs. Based near Manchester City Centre, they take a holistic approach to client care, ensuring that every stage of the journey is handled with integrity, diligence, and compassion.

The business has ambitious growth plans and invests heavily in both employees and clients, fostering a culture of collaboration, continuous learning, and career development. Their values of integrity, care, and responsibility underpin everything they do, and they are proud to be Disability Confident Committed, ensuring inclusion and equal opportunities for all.

Next Steps

Apply now if your skills and experience align with this Financial Services Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.