Financial Services Administrator

Search Consultancy Ltd; Liverpool; Presencial; GBP 24.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

25 days holiday

Cycle to work scheme

Outstanding training and development

Descripción de la vacante

Search Consultancy Ltd is recruiting for a Financial Services Administrator in Liverpool City Centre. The role supports Financial Advisers with investment, pension and wealth management administration in a fast-paced setting.

The ideal candidate will be highly organised, detail-focused and able to manage multiple priorities while delivering excellent customer service. Training and development are provided in a professional office environment.

Formación

• 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
• Methodical and thorough approach to work

Responsabilidades

• Support Financial Advisers and clients with investment, pension and wealth management administration
• Ensure smooth administration in a fast-paced professional environment
• Communicate effectively with clients and colleagues
• Manage multiple priorities and deadlines

Conocimientos

Office administration

Attention to detail

Communication skills

MS Word

MS Excel

MS Outlook

Organisational skills

Telephone manner

Relationship-building

Independent worker

Team player

Time management

CRM systems

Herramientas

CRM systems

Descripción del empleo

Financial Services Administrator

• Location: Liverpool City Centre
• Salary: Competitive + Excellent Benefits
• Hours: Monday to Friday, 9:00am - 5:00pm (35 hours per week)

Looking for your first step into Financial Services or ready for your next administrative challenge?

We are recruiting for a Financial Services Administrator to join a leading financial wellbeing and wealth management organisation based in the heart of Liverpool City Centre.

This is an excellent opportunity for an organised and detail-focused administrator who enjoys working in a fast-paced professional environment. You'll play a key role in supporting Financial Advisers and clients, ensuring the smooth administration of investment, pension and wealth management services.

Whether you have previous financial services experience or a strong administrative background and are looking to build a career within the industry, we'd love to hear from you.

What We're Looking For

We're looking for someone who is highly organised, proactive and enjoys delivering excellent customer service.

Essential Skills & Experience

• 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
• Methodical and thorough approach to work

Desirable

• Experience within financial services, wealth management, pensions, banking or professional services
• Previous experience using CRM systems

What's in it for You?

The benefits of this role include:

• A great office atmosphere
• Outstanding training and development opportunities including industry qualifications
• Full training and support given
• The chance to join a progressive and ever expanding firm with clear career development
• Work in a friendly environment with happy and loyal customers
• Regular staff events
• 25 days holiday
• Cycle to work scheme
• + much more!

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.