Financial Services Admin: Career Growth & Training

Search Consultancy LTD; West Kirby; Presencial; GBP 22 000 - 30 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

25 days holiday

Cycle to work scheme

Training & development

Resumo da oferta

Search Consultancy LTD is recruiting a Financial Services Administrator in Liverpool City Centre. The role supports Financial Advisers and clients, ensuring smooth administration of investment, pension and wealth management services.

We welcome applicants with a strong admin background, a proactive approach, and a desire to develop within financial services. The firm offers a great office environment, training, and clear career progression.

Qualificações

• Strong administrative experience within a professional office environment.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Confident using Microsoft Office, including Word, Excel and Outlook.
• Ability to manage multiple priorities and work to deadlines.
• Strong organisational and time management skills.
• Professional and courteous telephone manner.
• Customer-focused approach with excellent relationship-building skills.
• Ability to work independently and as part of a team.

Responsabilidades

• Support Financial Advisers and clients with administration of investment, pension and wealth management services.
• Ensure smooth handling of daily administrative tasks in a fast-paced professional environment.
• Provide accurate data entry and maintain records with high attention to detail.

Conhecimentos

Admin experience

Attention to detail

Communication skills

MS Office proficiency

Multi-tasking

Time management

Telephone manner

Customer-focused

Team player

Independent worker

Ferramentas

Microsoft Word

Microsoft Excel

Outlook

CRM systems

Descrição da oferta de emprego

Search Consultancy LTD is recruiting a Financial Services Administrator in Liverpool City Centre. The role supports Financial Advisers and clients, ensuring smooth administration of investment, pension and wealth management services.

We welcome applicants with a strong admin background, a proactive approach, and a desire to develop within financial services. The firm offers a great office environment, training, and clear career progression.