Administrator for Financial Services

Search Consultancy; Liverpool; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A respected financial services company in Liverpool is seeking an experienced Administrator to provide high-quality support within a Financial Planning team. The role involves managing client data, overseeing onboarding and servicing, and ensuring compliance with regulations. Candidates should be organized, detail-oriented, and collaborative. This position offers a salary of up to £30,000, hybrid working options, and opportunities for professional development within a supportive team environment.

Benefits

Professional development opportunities

Supportive team environment

Excellent company benefits

Qualifications

• Experience in financial services or wealth planning.
• Ability to deliver high-quality administrative support.
• Strong organisational skills with attention to detail.

Responsibilities

• Deliver comprehensive administrative support across the full client lifecycle.
• Manage onboarding, updates, and ongoing servicing for clients.
• Support fee processing and revenue monitoring.
• Maintain data quality and ensure compliance with regulations.
• Mentor colleagues to foster a culture of learning.

Skills

Organised

Attention to detail

Knowledge of financial planning

Collaborative working

Job description

Administrator - Financial Services

• Liverpool City Centre | Hybrid Working
• Up to £30,000 DOE
• Monday-Friday, 9am-5pm (35 hours per week) | Permanent

Are you an experienced Financial Services Administrator looking to take the next step in your career? This is a fantastic opportunity to join a respected wealth and financial planning organisation at a senior level, supporting a high-performing team and playing a key role in delivering exceptional client outcomes.

Working from modern offices in Liverpool city centre with the flexibility of hybrid working, this position offers both challenge and development in a supportive, collaborative environment.

The Role

As Senior Administrator, you will provide high-quality administrative and operational support to a busy Financial Planning team. You'll ensure processes run smoothly, client data is maintained accurately, and service delivery meets the highest professional standards.

Key Responsibilities

• Deliver comprehensive administrative support across the full client lifecycle within Financial Planning.
• Manage new business onboarding, client updates, amendments, and ongoing servicing.
• Support fee processing, revenue monitoring and accurate reporting.
• Maintain strong data quality controls and ensure adherence to regulatory and governance requirements.
• Support and mentor colleagues as needed, contributing to a culture of learning and high performance.

About You

We're looking for someone who is confident, organised, and knowledgeable within the wealth or financial planning sector. You should enjoy working collaboratively, have strong attention to detail and be committed to delivering an outstanding service.

What's on Offer

• Salary up to £30,000, depending on experience
• Hybrid working (Liverpool city centre office)
• Supportive team environment
• Excellent exposure to the financial planning and wealth management landscape
• Opportunities for professional development and progression
• Excellent company benefits

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.