Financial Planning Administrator

ZipRecruiter; Liverpool; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

A growing wealth and investment management firm seeks a Financial Planning Administrator in Liverpool. The ideal candidate will support Financial Planners in managing client documentation and preparing client meetings, with 2+ years of experience in financial services preferred. Benefits include private medical insurance, a pension scheme, and full study support toward the Diploma in Financial Planning in a dynamic environment.

Benefits

Private Medical Insurance

Generous holiday allowance

Fully funded professional development

Cycle to Work Scheme

Health Cash Plan

Qualifications

• 2+ years' experience in a financial services administrative role.
• Client-focused and ability to manage multiple tasks.
• Willingness to pursue further qualifications.

Responsibilities

• Provide administrative support to Financial Planners.
• Liaise with clients and third-party providers.
• Assist with new business onboarding, including AML.

Skills

Organisational skills

Communication skills

Detail-oriented

Proficient in Microsoft Office

Education

Degree (preferred, not essential)

Job description

Job Description

Financial Planning Administrator – Financial Services

Location: Liverpool (Hybrid Working Available)

Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits

Job Type: Full-time, Permanent

A highly respected and growing, wealth and investment management firm in Liverpool is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a firm who operate with the best resources and a high level clientele.

About the Role:

As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.

Key Responsibilities:

• Provide administrative support to Financial Planners
• Maintain accurate client records and update internal systems
• Liaise with clients and third-party providers to gather and process information
• Prepare valuations, meeting packs, and documentation
• Assist with new business onboarding, including AML and account setup
• Promote and support use of digital tools with clients
• Identify and report any risks or breaches in line with company policy

About You:

• 2+ years’ experience in a financial services administrative role
• Excellent organisational and communication skills
• Client-focused and detail-oriented
• Comfortable managing multiple tasks and meeting deadlines
• Proficient in Microsoft Office and back-office systems
• Degree educated , but not essential
• Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning

Benefits Include:

• Private Medical Insurance
• Group Life Assurance (4x salary)
• Group Income Protection
• Pension scheme with employer contributions
• Generous holiday allowance with option to purchase additional days
• Fully funded professional development, including exams, memberships, and study materials
• Cycle to Work Scheme & Season Ticket Loan
• Health Cash Plan, Gym Discounts, Will Writing, and more
• Annual discretionary bonus

This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch