Summary
A dynamic, successful organisation is seeking a proactive and detail-oriented Financial Services Administrator to join its collaborative team. This is a key role for someone who thrives on taking initiative, enjoys working with data, and is passionate about delivering excellent client service in a professional setting.
The successful candidate will play a pivotal role in maintaining and improving internal administrative and CRM processes, supporting client and adviser communications, and ensuring high standards of data quality and compliance.
Key Responsibilities:
- Maintain and update records using internal databases and CRM systems
- Provide responsive and professional support to internal and external stakeholders via phone and email
- Cleanse, input, and monitor B2B data to support marketing and CRM initiatives
- Ensure data accuracy and quality using third-party verification where needed
- Assist with processing applications, fees, and invoices
- Manage shared inboxes and ensure timely stakeholder communications
- Collaborate with internal teams (sales, marketing, IT) on data-led projects
- Ensure all data handling complies with GDPR and internal governance standards
Ideal Candidate:
- Previous experience in an administrative or data-focused role (experience in a regulated environment such as legal or financial services advantageous)
- Highly organised with excellent attention to detail and multitasking skills
- Strong communication skills, both written and verbal
- Confident using Microsoft Office, particularly Excel (CRM experience a bonus)
- Self-motivated with the ability to work independently and within a team
- Positive, flexible, and collaborative attitude
Benefits:
- Office-based, Monday-Friday 9-5 (1 hour lunch)
- Pension 5%+5%
- Employee benefits package
- Relaxed environment
- Professional development
Are ready to take your career to the next level within the finance sector, we invite you to apply for the Financial Administrator position at Hamilton Jones Consulting. Join us in making a difference!
Job Types: Full-time, Permanent
Pay: £25,000.00-£28,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Free parking
- On-site parking
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Chester CH4: reliably commute or plan to relocate before starting work (required)
Experience:
- Administrative: 1 year (preferred)
Work authorisation:
- United Kingdom (required)
Work Location: In person
Reference ID: HJ/0047
