Client Services Specialist – Financial Services

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

Job summary

A financial services firm in Liverpool seeks a Client Services Administrator to enhance client experiences. You will manage inquiries, coordinate advice processes, and maintain records, ensuring efficient operations. Ideal candidates will possess at least one year of experience in IFA administration or financial services, strong communication skills, and proficiency with back-office systems like Intelliflo. This full-time position offers a competitive salary of up to £30,000 and additional benefits including a generous holiday allowance.

Benefits

33 days holiday including Bank Holidays

Pension scheme with employer contributions

Support toward exams and professional development

Values-led culture

Qualifications

• Minimum 1 year of experience in IFA administration or financial services.
• Confidence in using back-office systems.
• Excellent written and verbal communication skills.

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 and valuations.
• Coordinate paperwork for fund switches and provider transactions.

Skills

IFA administration experience

Investment knowledge

Pension process understanding

MS Office proficiency

Excellent communication

Detail-oriented

Tools

Intelliflo

FE

Dynamic Planner

Job description

A financial services firm in Liverpool seeks a Client Services Administrator to enhance client experiences. You will manage inquiries, coordinate advice processes, and maintain records, ensuring efficient operations. Ideal candidates will possess at least one year of experience in IFA administration or financial services, strong communication skills, and proficiency with back-office systems like Intelliflo. This full-time position offers a competitive salary of up to £30,000 and additional benefits including a generous holiday allowance.