Financial Services Administrator

• Location: Liverpool City Centre
• Salary: £24,000 - £30,000 (experience/qualifications dependent)
• Hours: Monday-Friday, 9am-5pm
• Contract: Permanent, Full-time
  

About the Role

We are seeking a highly organised and detail‑focused Financial Services Administrator to support a busy Financial Planning in delivering an exceptional service to clients.

You will play a key role in preparing client information, supporting the advice process, and ensuring all records and documentation are accurate and compliant. This is an excellent opportunity for someone looking to develop their career within financial planning and progress their technical knowledge in a supportive team environment.

Key Competencies

• Strong attention to detail
• Highly organised and efficient
• Client-focused with a professional approach
• Eager to learn and develop
• Positive, proactive "can‑do" attitude
• Desire to take on increasing responsibility

Benefits

• Pension scheme
• Life cover
• Funding for exams and revision materials (CII)
• CII membership
• Medical expenses cashback scheme
• Company sick pay scheme
• Free financial health checks

Holiday Entitlement

• 22 days + bank holidays + shutdown between Christmas and New Year
• Additional holiday increases with length of service

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.