Financial Planning Administrator

ZipRecruiter; Liverpool; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A highly respected wealth and investment management firm in Liverpool is looking for a Financial Planning Administrator. In this full-time role, you will support Financial Planners with client documentation, comply with regulatory requirements, and promote digital tools. The firm offers competitive salary and comprehensive benefits including private medical insurance and career development support.

Benefits

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

Qualifications

• 2+ years’ experience in a financial services administrative role.
• Excellent organisational and communication skills.
• Keen to pursue further qualifications - full study support provided toward the Diploma in Financial Planning.

Responsibilities

• Provide administrative support to Financial Planners.
• Maintain accurate client records and update internal systems.
• Prepare valuations, meeting packs, and documentation.

Skills

Organisational skills

Communication skills

Attention to detail

Client-focused

Proficiency in Microsoft Office

Ability to manage multiple tasks

Education

Degree (not essential)

Tools

Microsoft Office

Job description

Job Description

Financial Planning Administrator - Financial ServicesLocation: Liverpool (Hybrid Working Available)Salary: Competitive, dependent on experienceJob 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

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 to find out more.