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Financial administrator - up to £32,000 per annum

Liverpool (Merseyside)
WEALTHLINK RECRUITMENT LTD
Posted: 25 June
Offer description

Job Description

Job Title: Financial AdministratorLocation: Liverpool (Office-Based)Salary: Up to £32,000 per annumJob Type: Full-Time, Permanent

Job Description

We are working on behalf of a Chartered, Top 100 IFA firm in Liverpool to recruit an experienced and proactive Financial Administrator. This is an excellent opportunity to join a highly reputable wealth management business that offers career progression, professional development, and a supportive working environment.

The successful candidate will be a key member of the team, assisting in the delivery of exceptional client service by providing administrative and technical support to Financial Planners and Paraplanners.

Key Responsibilities
* Act as a point of contact for client servicing and administration

* Process new business applications and liaise with providers to ensure timely completions

* Prepare and maintain client files, valuations, and reports ahead of review meetings

* Handle client queries with professionalism and accuracy

* Maintain compliance and data integrity across all documentation and internal systems

* Collaborate closely with Financial Planners and Paraplanners to ensure a smooth client journey

Requirements
* Previous experience as a Financial Administrator in an IFA or wealth management environment

* Good knowledge of financial products, including pensions, investments, and protection

* Strong attention to detail and excellent organisational skills

* Good IT literacy, including Microsoft Office and back-office systems (e.g. Xplan, Intelligent Office)

* Strong communication skills and a client-focused mindset

* Ideally studying towards or interested in CII qualifications

Benefits
* Salary up to £32,000 depending on experience

* 25 days' holiday plus bank holidays

* Your birthday off

* 10x Death in Service

* Private Medical Insurance (PMI)

* 5% employer pension contribution

* Cycle to Work scheme

* Access to NextGen Planners and CII membership

* Company events and regular team socials

* Beautiful new, modern office in Liverpool

Working Hours
* Monday to Friday

* No weekends

* Office-based

If you are a skilled Financial Administrator looking for a stable, long-term opportunity within a forward-thinking and supportive firm, we want to hear from you. Apply today to take the next step in your financial services career.

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