Financial Services Administrator

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Financial Services Administrator
Location: Liverpool City Centre Salary: £24,000 - £30,000 (experience/qualifications dependent) Hours: Monday-Friday, 9am-5pm Contract: Permanent, Full-time About 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
Apply
Location:
Liverpool, Merseyside
Salary:
£30,000 /annum
Job Type:
FullTime
Category:
Administration

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