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Job Title


Financial Services Administrator


Company : Meraki Talent


Location : northwich, north west england


Created : 2025-06-18


Job Type : Full Time


Job Description

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.