Financial Planning Admin & CRM Specialist (Flexible)

Attivo; Liverpool; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in Liverpool is seeking a Financial Planning Administrator to manage submissions, process claims, and maintain client records. Ideal candidates should have a strong background in financial administration with excellent organizational skills. This position offers a negotiable salary based on experience and various employee benefits, including private medical insurance and flexible working options.

Benefits

Private medical insurance

Flexible working options

Qualifications

• Strong background in financial administration.
• Excellent organizational skills.

Responsibilities

• Manage new business submissions.
• Process claims.
• Maintain accurate client records.

Skills

Financial administration

Organizational skills

Job description

A leading financial planning firm in Liverpool is seeking a Financial Planning Administrator to manage submissions, process claims, and maintain client records. Ideal candidates should have a strong background in financial administration with excellent organizational skills. This position offers a negotiable salary based on experience and various employee benefits, including private medical insurance and flexible working options.