Administrator

Title: Administrator
Location: Lancaster
Salary: Up to 27,000

My client is seeking a highly organised Administrator to support their busy team. This role is ideal for someone with previous experience in financial services who thrives in a professional, client-focused environment.

Key Responsibilities

• Provide administrative support to advisers and senior team members.

• Prepare client documentation, reports, and correspondence.

• Manage client onboarding processes and maintain accurate records.

• Liaise with clients, providers, and third parties to obtain information.

• Schedule meetings, manage diaries, and coordinate appointments.

• Maintain CRM systems and ensure compliance documentation is up to date.

• Support with regulatory and compliance requirements where applicable.

• Assist with general office administration and process improvements.

Skills & Experience

• Previous administrative experience within financial services (preferred).

• Strong organisational skills with excellent attention to detail.

• Experience working with CRM systems and Microsoft Office.

• Professional communication skills, both written and verbal.

• Ability to manage multiple tasks and meet deadlines.

• High level of discretion when handling confidential information.

• Proactive, reliable, and team-oriented approach.

JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We strongly encourage suitably qualified applicants from a wide range of backgrounds to apply. We are also committed to protecting and respecting your privacy. We are a specialist payroll, HR & Reward recruitment agency and recruitment business as defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements together with our privacy notices set out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.