Financial Administrator - Liverpool

TN United Kingdom; Liverpool; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established financial advisory firm in Liverpool is seeking a dedicated Financial Administrator to join their expanding team. This role involves preparing and packaging financial planning reports, liaising with product providers, and maintaining accurate client records. The ideal candidate will possess strong organizational and interpersonal skills, with a commitment to delivering exceptional service. This is a fantastic opportunity to grow within a dynamic environment, where your contributions will directly impact client satisfaction and business success. If you are eager to develop your skills in the financial services sector, this role is perfect for you.

Qualifications

• Experience in financial services and similar roles is essential.
• Proficient in Microsoft Office products for report preparation.

Responsibilities

• Prepare financial planning reports for clients and advisers.
• Maintain accurate client information and assist with onboarding.

Skills

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Interpersonal Skills

Organizational Skills

Attention to Detail

Customer Service

Education

Experience in Financial Services

Experience in Similar Role

Job description

Social network you want to login/join with:

Financial Administrator - Liverpool, Liverpool

col-narrow-left

Client:

Location:

Liverpool, United Kingdom

Job Category:

Finance

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

1ead05821b6c

Job Views:

12

Posted:

29.04.2025

Expiry Date:

13.06.2025

col-wide

Job Description:

Financial Administrator - Liverpool

Our client is looking for a Financial Administrator to join their expanding team based in the Liverpool area. You will be joining a financial advisory firm, helping to prepare and package financial planning reports for Advisers and their clients.

Key Responsibilities:

• Prepare and package financial planning reports for the Financial Planners and their clients
• Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
• Liaise with product providers to obtain fees and charges on specific products
• Obtain and assist with the completion of application/instruction forms and fact finds
• Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
• Uploading plan statements and other documents to client records following agreed naming conventions
• Maintain accurate client information and record client interaction on the back office system
• Assist with the onboarding process of new clients
• Assist with the annual review process of existing clients
• Any additional ad-hoc requests and support on company projects as and when required
  

Candidate Specification:

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
• Ability to consistently deliver within service standards.
• Excellent organisational skills, flexible and proactive approach to getting the job done.
• Strong interpersonal skills, both written and verbal communication.
• Accuracy and attention to detail to balance demands of role.
• Desire to learn and build skills and ability through Personal Development Plan.
• Previous experience of working in similar role
• Previous experience of working within financial services
• Experience of working in a small to medium sized financial services environment
• Experience of working in an environment of significant change
• Knowledge of Financial Services Industry