Financial Services Administrator

Search; Liverpool; On-site; GBP 24,000 - 30,000; Full time

Job summary

A recruitment agency is seeking a Financial Services Administrator in Liverpool City Centre. The role requires UK financial services experience and strong client management skills. Responsibilities include managing client queries, maintaining records, and coordinating paperwork for transactions. The position offers a salary of up to £30,000, 33 days of holiday, a pension scheme, and support for professional development. This is a full-time, permanent role where your contributions to the team will be valued.

Benefits

Salary up to £30,000

33 days holiday

Pension scheme with employer contributions

Support toward professional development

Values-led culture

Qualifications

• Previous experience in an administrative support role within the financial services industry.
• Experience within an IFA Administration role is advantageous.

Responsibilities

• Act as the first point of contact for clients and providers.
• Handle client queries with professionalism and empathy.
• Prepare and maintain accurate client records, valuations, and performance summaries.
• Coordinate paperwork for fund switches, withdrawals, and transfers.
• Support implementation of investment, pension, and estate planning cases.
• Build and dispatch review packs and suitability letters.
• Manage back-office systems and ensure accurate data.
• Liaise with advisers and clients to keep cases moving.

Skills

UK financial services experience

Professional communication skills

Client management

Job description

Financial Services Administrator

• Location: Liverpool City Centre
• Salary: Up to £30,000 (DOE)
• Hours: Monday to Friday - 37.5 hours per week
• Contract: Full time, permanent

We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre.

This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team.

The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).

Key Responsibilities

• Act as the first point of contact for clients and providers.
• Handle client queries with professionalism and empathy.
• Prepare and maintain accurate client records, valuations, and performance summaries.
• Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions.
• Support implementation of investment, pension, and estate planning cases.
• Build and dispatch review packs and suitability letters with precision.
• Manage back‑office systems and ensure clean, accurate data.
• Liaise with advisers, paraplanners, clients, and providers to keep cases moving.

What's On Offer

• Salary up to £30,000 (DOE).
• 33 days holiday (including Bank Holidays).
• Pension scheme with employer contributions.
• Full support toward exams and professional development.
• A values‑led culture that puts people and clients first.
• A growing firm full of opportunity where your work truly matters.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.