Position Overview
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 responsibilityBene...