Financial Planning Admin & CRM Specialist (Flexible Hours)

Attivo; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in Liverpool is seeking a Financial Planning Administrator to support its team. In this role, you will manage new business submissions, process claims, and maintain accurate 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

Non-contributory pension scheme

Private medical insurance

Flexible working options

Qualifications

• Strong background in financial administration.
• Excellent organisational skills.
• Committed to maintaining high standards of client service.

Responsibilities

• Support the financial planning team by managing new business submissions.
• Process claims and maintain accurate client records.

Skills

Organisational skills

Financial administration

Client service

Job description

A leading financial planning firm in Liverpool is seeking a Financial Planning Administrator to support its team. In this role, you will manage new business submissions, process claims, and maintain accurate 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.