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Financial Services Administrator

Job Posted: 16 days ago

Salary: £ 30,000 - 30,000 / Annum
Job Type: Permanent
Location: Liverpool, Merseyside

Expire in: 12 days

Job Description

Financial Services Administrator

Location: Liverpool City Centre
Salary: £24,000 - £30,000 (experience/qualifications dependent)
Hours: Monday-Friday, 9am-5pm
Contract: Permanent, Full-timeAbout the Role

We are seeking a highly organised and detail‑focused Financial Services Administrator to support a busy Financial Planning in delivering an exceptional service to clients.

You will play a key role in preparing client information, supporting the advice process, and ensuring all records and documentation are accurate and compliant. This is an excellent opportunity for someone looking to develop their career within financial planning and progress their technical knowledge in a supportive team environment.

Key Competencies

Strong attention to detail
Highly organised and efficient
Client-focused with a professional approach
Eager to learn and develop
Positive, proactive "can‑do" attitude
Desire to take on increasing responsibilityBenefits

Pension scheme
Life cover
Funding for exams and revision materials (CII)
CII membership
Medical expenses cashback scheme
Company sick pay scheme
Free financial health checksHoliday Entitlement

22 days + bank holidays + shutdown between Christmas and New Year
Additional holiday increases with length of service 

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

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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