Job Description
Financial Planning Administrator - Financial ServicesLocation: Liverpool (Hybrid Working Available)Salary: Competitive, dependent on experienceJob Type: Full-time, Permanent
A highly respected and growing, 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 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:
* Provide administrative support to Financial Planners
* Maintain accurate client records and update internal systems
* Liaise with clients and third-party providers to gather and process information
* Prepare valuations, meeting packs, and documentation
* Assist with new business onboarding, including AML and account setup
* Promote and support use of digital tools with clients
* Identify and report any risks or breaches in line with company policy
About You:
* 2+ years’ experience in a financial services administrative role
* Excellent organisational and communication skills
* Client-focused and detail-oriented
* Comfortable managing multiple tasks and meeting deadlines
* Proficient in Microsoft Office and back-office systems
* Degree educated, but not essential
* Keen to pursue further qualifications - full study support provided toward the Diploma in Financial Planning
Benefits Include:
* Private Medical Insurance
* Group Life Assurance (4x salary)
* Group Income Protection
* Pension scheme with employer contributions
* Generous holiday allowance with option to purchase additional days
* Fully funded professional development, including exams, memberships, and study materials
* Cycle to Work Scheme & Season Ticket Loan
* Health Cash Plan, Gym Discounts, Will Writing, and more
This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more.
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