Financial services admin & customer services assistant

DCT Recruitment are looing for a Permanent Financial Services Admin & Customer Services Assistant to work in our ever growing Financial advisory office in Bootle

3 days per week (9am–5pm) Wednesday would be a required working day.
Pay: £15-£17 P/H experience dependent

Required working day: Wednesday
Opportunity to work for a close knit, independently run financial advisory company looking for a motivated Financial Services Admin & Sales Assistant to join team for 3 days per week (9am–5pm). This is a fantastic opportunity for someone who enjoys numbers, has strong attention to detail, and wants to build a long term career in finance, pensions, and wealth management.

What You’ll Be Doing
•General office administration including document handling, client correspondence, and data entry
•Sales support tasks such as preparing client packs and assisting advisers with follow ups
•Maintaining accurate records in line with GDPR requirements
•Using Microsoft Office for day to day tasks
•Supporting a small, friendly team and contributing to a positive office environment
•Assisting clients both via telephone and in person

What We’re Looking For
•Interest in finance and pensions with a willingness to learn
•GCSE Maths Grade 5 (C) or above
•Excellent attention to detail and accuracy
•Confident with Microsoft Office and general office duties
•Understanding of GDPR and handling sensitive information
•A proactive, organised team player
•Strong communication skills
•Warm and approachable manner

Why Join the team?
•Independent, supportive company where your contribution genuinely matters
•Close knit team with a collaborative culture
•Real opportunities to grow into Financial adviser roles
•Training provided

If interested, please email (url removed) or call (phone number removed)