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Financial Services Administrator

Job Posted: 15 days ago

Salary: £ Competitive
Job Type: Permanent
Location: Liverpool, Merseyside

Expire in: 13 days

Job Description

Financial Services Administrator

Liverpool City Centre
Salary - Competitive Salary w/ Excellent Benefits Package
Hours - Monday to Friday, 9am - 5pm
Full time, permanent contract
Outstanding training and development opportunities 

This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector.

As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications.

The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged.

Your primary responsibilities will include:

Provide high quality administrative support to the Wealth Services teams.
Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser.
Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements.
Study towards the Diploma in Regulated Financial Planning 

Experience / Qualifications:

Strong written and verbal communication skills
Customer focussed attitude.
Time management and ability to work to deadlines.
Organisational skills.
Good attention to detail.
Accurate and numerate.
Drive and initiative to work on own and as part of a team.
Working knowledge of computer-based applications such as Word and Excel.
Aspirations to succeed and develop a rewarding career that can lead to significant personal progression.
The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement 

If you are interested in this Financial Services job opportunity, please click to apply.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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Bank details.
National Insurance number.
Date of birth.

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Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in Liverpool, Merseyside! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!