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.