Job Description
Financial Planning Administrator – Financial Services
Location: Liverpool (Hybrid Working Available)
Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits
Job Type: Full-time, Permanent
A highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.
About the Role:
As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.
Key Responsibilities:
1. Provide administrative support to Financial Planners
2. Maintain accurate client records and update internal systems
3. Liaise with clients and third-party providers to gather and process information
4. Prepare valuations, meeti...