Financial Services Administrator

Job Description

Financial Services Administrator\n\nLocation: Liverpool City Centre\nSalary: £24,000 - £30,000 (experience/qualifications dependent)\nHours: Monday-Friday, 9am-5pm\nContract: Permanent, Full-timeAbout the Role\n\nWe are seeking a highly organised and detail‑focused Financial Services Administrator to support a busy Financial Planning in delivering an exceptional service to clients.\n\nYou 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.\n\nKey Competencies\n\nStrong attention to detail\nHighly organised and efficient\nClient-focused with a professional approach\nEager to learn and develop\nPositive, proactive "can‑do" attitude\nDesire to take on increasing responsibilityBenefits\n\nPension scheme\nLife cover\nFunding for exams and revision materials (CII)\nCII membership\nMedical expenses cashback scheme\nCompany sick pay scheme\nFree financial health checksHoliday Entitlement\n\n22 days + bank holidays + shutdown between Christmas and New Year\nAdditional holiday increases with length of service \n\nSearch 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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Job Overview

ID:

2445240

Date Posted:

Posted 4 hours ago

Expiration Date:

04/07/2026

Location:

Liverpool

Salary:

Competitive

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