Financial Services Administrator

JR United Kingdom; Birkenhead; On-site; GBP 24,000 - 32,000; Full time

Job summary

A leading financial services firm is seeking a Client Support Administrator to provide key administrative support. This role offers excellent career development opportunities in a supportive environment, with a focus on maintaining high service standards and ensuring client satisfaction.

Benefits

Competitive salary

Benefits package including study support

Excellent career development opportunities

Qualifications

• Experience in financial services administration is essential.
• Strong attention to detail and communication skills required.

Responsibilities

• Provide administration support to advisers and clients.
• Assist advisers in preparing for client meetings.
• Manage all aspects of administration for new and existing business.

Skills

Administration

Communication

Organisational skills

Attention to detail

Job description

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Client:

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Job Category:

Other

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EU work permit required:

Yes

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Job Views:

8

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Your new company
Due to retirement, an excellent opportunity has arisen within a highly reputable IFA firm for a Client Support Administrator. A good working environment, very friendly and supportive working culture.

Your new role
Providing administration support to Advisers (IFAs) and their clients, ensuring high standards of service. A varied role whereby you will be a key point of contact for clients, responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings, liaising with product providers, utilising back office systems.

What you'll need to succeed
Experience of working in financial services administration is essential, together with excellent administration, communication and organisational skills, strong attention to detail, and a good understanding of financial planning administration processes.

What you'll get in return
In addition to a competitive salary and benefits package including study support to attain industry qualifications if desired. This is an excellent opportunity for career development with a very good firm which has very low staff turnover. Excellent long-term prospects.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Desired Skills and Experience
Financial Services Administrator
Life, Pensions, Investments Administration
IFA Administrator

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