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Financial Services Administrator

Job Posted: 3 days ago

Salary: £ 26,000 - 30,000 / Annum
Job Type: Permanent
Location: Wilmslow, Cheshire

Expire in: 25 days

Job Description

Your new company 
Hays are recruiting for a Financial Services Administrator to join a growing start‑up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged.
Your new role 

Using the Intelliflo system to manage and maintain accurate financial and client data
Supporting income accuracy and financial control across the wider business
Ensuring adviser and client income is correctly reconciled and reported
Working closely with internal stakeholders and external providers
Helping to maintain smooth revenue processes and accurate adviser remuneration
Contributing to strong governance and reporting standards
Supporting the integration of newly acquired businesses into established finance processesWhat you'll need to succeed 

Essential - Hands-on experience using the Intelliflo system
Proven experience in a finance administration role within financial services, ideally in an IFA or wealth management environment
Strong Excel skills, with confidence analysing data and identifying discrepancies
High attention to detail and accuracy
The ability to manage multiple priorities and meet deadlines
An open‑minded and adaptable approach, comfortable working in a fast‑paced start‑up environment where processes may evolve
Clear and confident communication skills to work effectively with advisers, operations, providers, and finance colleaguesWhat you'll get in return 

A competitive salary of £30,0000 and benefits package
The opportunity to play a key role in shaping and improving processes and controls
Strong visibility across the wider organisation
Long‑term career progression within a growing financial services group

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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