Financial Adviser Administrator

Location: Bolton, Greater Manchester (Office-Based)

Salary: £25,000 – £27,000 (DOE) Bonus & Benefits

Full-Time | Permanent | 35 Hours per Week

NJR Recruitment is working on behalf of a highly regarded and long-standing wealth management firm based in Bolton, now looking to recruit an experienced Financial Services Administrator to support their growing advisory team.

This is an excellent opportunity for a detail-focused administrator with a strong understanding of the financial advice process who is looking to join a close-knit and supportive team environment.

Benefits:

• Salary: £25,000 – £27,000 based on experience
• 25 days holiday bank holidays your birthday off
• 4% employer pension contribution (total 9% contribution with rounding)
• Milestone bonus scheme (bonus pot paid in 2026 & 2027)
• Discretionary bonuses & annual salary review
• Study support with pay rises of £1,500 for every three CII RO exams completed
• NHS cashback plan (for optical, dental, prescriptions, etc.)
• Quarterly team meetings & regular social events, including an end-of-year Christmas party

Key Responsibilities:

• Provide day-to-day support to advisers across all aspects of client servicing
• Liaise with clients to handle queries, book reviews, and maintain high service standards
• Submit and track new business applications and fund switches
• Prepare client files, portfolio valuations, and review packs
• Generate quotations and illustrations using provider portals and internal systems
• Liaise with third-party product providers and ensure all data and documentation is complete and compliant
• Maintain accurate client records and support regulatory requirements
• Attend regular internal team meetings and contribute to process improvement

What We’re Looking For:

• Previous experience in a financial planning or wealth management support role
• Familiarity with Salesforce CRM systems or similar platforms (SJP experience desirable)
• Strong communication skills – both client-facing and internal
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• High level of accuracy and attention to detail
• Strong organisational and time management skills
• A positive, flexible attitude and a team-focused approach

Apply Now

If you're a capable and motivated administrator ready to join a thriving, professional team in financial planning, apply today NJR15957