In brief
This role provides administrative support to financial advisers and clients within a wealth management organisation. The work involves managing investment and pension documentation while ensuring accurate record-keeping and professional communication across all services.
Best for
Administrators with professional office experience seeking a career in financial services.
Non-negotiable
Strong administrative experience within a professional office environment required.
What you need
Required
Administrative experience
Clearly required in the listing
Attention to detail
Clearly required in the listing
Communication
Clearly required in the listing
Time management
Clearly required in the listing
Customer service
Clearly required in the listing
Relationship building
Clearly required in the listing
Teamwork
Clearly required in the listing
Microsoft Word
Clearly stated in the job description.
Microsoft Excel
Clearly stated in the job description.
Microsoft Outlook
Clearly stated in the job description.
Preferred
Financial services experience
Strongly implied by the listing
CRM systems
Strongly implied by the listing
Your day-to-day
Manage investment and pension administration
Clearly stated in the job description.
Support financial advisers and clients
Clearly stated in the job description.
Maintain accurate office records
Clearly stated in the job description.
Handle professional communications
Clearly stated in the job description.
What's on offer
Full job description (from employer)⌄
Location: Liverpool City Centre Salary: Competitive + Excellent Benefits Hours: Monday to Friday, 9:00am - 5:00pm (35 hours per week)Looking for your first step into Financial Services or ready for your next administrative challenge? We are recruiting for a Financial Services Administrator to join a leading financial wellbeing and wealth management organisation based in the heart of Liverpool City Centre. This is an excellent opportunity for an organised and detail-focused administrator who enjoys working in a fast-paced professional environment. You'll play a key role in supporting Financial Advisers and clients, ensuring the smooth administration of investment, pension and wealth management services. Whether you have previous financial services experience or a strong administrative background and are looking to build a career within the industry, we'd love to hear from you. What We're Looking For We're looking for someone who is highly organised, proactive and enjoys delivering excellent customer service. Essential Skills & Experience Strong administrative experience within a professional office environment Excellent attention to detail and accuracy Strong written and verbal communication skills Confident using Microsoft Office, including Word, Excel and Outlook Ability to manage multiple priorities and work to deadlines Strong organisational and time management skills Professional and courteous telephone manner Customer-focused approach with excellent relationship-building skills Ability to work independently and as part of a team Methodical and thorough approach to workDesirable Experience within financial services, wealth management, pensions, banking or professional services Previous experience using CRM systemsWhat's in it for You? The benefits of this role include: A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given The chance to join a progressive and ever expanding firm with clear career development Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more!Apply Today If you're an organised administrator looking to join a respected financial services organisation where you can develop your skills and build a rewarding career, we'd love to hear from you. Apply now with your CV to be considered for this exciting Financial Services Administrator opportunity in Liverpool City Centre. 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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Note
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