Financial Services Administrator

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, permanent

We 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.