Financial Planning Administrator

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

Job summary

A leading company in Liverpool is seeking a Financial Planning Administrator to support financial advisers with client portfolios and documentation. This full-time role offers career development and benefits, including 25 days holiday and a pension scheme. Ideal candidates will have experience in financial services and strong attention to detail.

Benefits

25 days holiday

Pension scheme

Career growth opportunities

Funded study

Qualifications

• Experience supporting financial services teams or in regulated environments.

Responsibilities

• Assist advisers by generating quotations and preparing documentation.
• Conduct AML checks and process new business.
• Maintain client files and manage diaries.

Skills

Attention to Detail

Proficiency in Microsoft Office

Job description

Financial Planning Administrator, Liverpool

Page Personnel is recruiting for a Financial Planning Administrator in Liverpool, UK. This full-time role offers career development, a supportive environment, and benefits such as holiday entitlement and pension scheme.

About Our Client

Established in Liverpool for over 30 years, our client has a strong reputation in their industry. They are seeking a Senior Administrator to support their financial advisers with client portfolios, documentation, and regulatory compliance.

Job Responsibilities

• Assist advisers by generating quotations and preparing documentation for client meetings, including Stage 1 & 2 and Review Meetings (e.g., Factfind, Client Agreements).
• Support post-meeting activities by processing paperwork, ensuring all documents are signed and returned.
• Prepare 'Process' checklists, new business illustrations, and 'Reason Why' letters.
• Follow up on actions from meetings, update client details, and maintain registers.
• Conduct AML checks using Smart Search, process new business, and handle client account updates.
• Maintain client files, manage diaries, and arrange appointments.
• Assist with projects and provide organizational support as needed.

Candidate Requirements

Ideal candidates will have experience supporting financial services teams or in regulated environments, with excellent attention to detail and proficiency in Microsoft Office.

Offer Details

The role is based in Liverpool city centre, working 35 hours per week, Monday to Friday. Benefits include 25 days holiday, pension scheme, and opportunities for career growth and funded study. Immediate interviews are available, so apply promptly.