Part-time Financial Services Administrator

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, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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