Financial Administrator

Financial Administrator

Location: Northwich, Cheshire

Contract Type: 6 Month FTC

A leading wealth and investments provider is on the lookout for a proactive and detail driven Financial Administrator to join their Closures team on a fixed term contract.

This is an excellent opportunity for an individual at the early stages of their financial and administrative career, or seeking a fresh challenge, to gain valuable experience in a dynamic and supportive environment.

What you’ll be doing:

• Ensure accurate and timely execution of account and portfolio closure processes for clients.
• Act as the primary point of contact and take ownership of all closure-related activities.
• Collaborate closely with internal teams to facilitate smooth and efficient completion of closures.
• Participate in issue resolution and contribute to effective problem-solving.
• Escalate concerns and potential risks promptly to management for review and action.
• Consistently uphold the organisation’s core values and business principles in all interactions.

What we’re looking for:

• Prior experience in financial services field, ideally within wealth management, with exposure to diverse investment products and platforms. (This is desirable but not essential!)
• Strong proficiency in Microsoft Excel and the full Microsoft Office suite, including Teams.
• Exceptional attention to detail across both system-based and manual processes.
• Ability to work efficiently and accurately under tight deadlines.
• Collaborative team player with the capability to work independently when required.
• Flexibility to adapt to changing priorities and willingness to work additional hours during peak periods.
• Excellent written and verbal communication skills.

If you’re interested in the above and would like to learn more, contact [email protected] to find out more!

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.