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 casesWhat 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 organisationWhat 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.

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