Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial services administrator

Stanley
Search
Financial services administrator
£30,000 a year
Posted: 6 December
Offer description

Financial Services Administrator Location: Liverpool City Centre Salary: Up to £30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanentWe are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving.What's On Offer: Salary up to £30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity where your work truly matters. 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

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Financial services administrator (12 month contract)
Newcastle Upon Tyne (Tyne and Wear)
Reed Specialist Recruitment
Financial services administrator
£29,150 a year
Similar job
Accounts administrator - financial services
Durham
MFK Recruitment
Financial services administrator
Similar job
Financial services administrator (12 month contract)
Newcastle Upon Tyne (Tyne and Wear)
Reed Specialist Recruitment
Financial services administrator
£29,150 a year
See more jobs
Similar jobs
Banking jobs in Stanley
jobs Stanley
jobs Durham
jobs England
Home > Jobs > Banking jobs > Financial services administrator jobs > Financial services administrator jobs in Stanley > Financial Services Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save