Financial Services Administrator
| Posting date: | 23 May 2025 |
|---|---|
| Salary: | Not specified |
| Additional salary information: | £Competitive Salary & Benefits |
| Hours: | Full time |
| Closing date: | 22 June 2025 |
| Location: | Northwich, Cheshire |
| Remote working: | On-site only |
| Company: | Meraki Talent |
| Job type: | Contract |
| Job reference: | 220525JW |
Summary
Meraki Talent are currently seeking a compassionate and detail-oriented Financial Services Administrator to join an existing team. In this important role, you will provide administrative support following the passing of a client, ensuring a sensitive and professional approach throughout the process.
Key Responsibilities:
Manage all stages of the bereavement administration process, from initial notification to final estate processing.
Act as the primary contact for a portfolio of deceased clients.
Liaise directly with clients, their representatives, and internal departments to deliver a high standard of service.
Support the collation of departmental statistics and maintain up-to-date procedures.
Adhere to regulatory and compliance requirements, ensuring effective risk management and client outcomes.
What We’re Looking For:
Experience in financial services, ideally within a wealth management environment.
Prior bereavement administration experience is highly desirable.
Strong attention to detail and ability to meet tight deadlines.
Excellent communication skills, both written and verbal.
A proactive team player who can also work independently.
This is a meaningful opportunity to play a key role in supporting clients during a sensitive time, while contributing to a values-driven and supportive team. If you are organised, empathetic, and committed to excellence, apply now.