Financial Services Administrator

Search Consultancy; Liverpool; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Training opportunities

Industry qualifications

Cycle to work scheme

25 days holiday

Office atmosphere

Job summary

Search Consultancy is recruiting a Financial Services Administrator in Liverpool City Centre. You will support Financial Advisers and clients with investment, pension and wealth management administration in a busy professional environment.

We are seeking an organised, detail-focused administrator with strong MS Office skills, excellent communication, and the ability to manage multiple priorities to deadlines. Training and development opportunities are provided.

Qualifications

• 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.
• Experience within financial services, wealth management, pensions, banking or professional services.

Responsibilities

• Support Financial Advisers and clients, ensuring smooth administration of investment, pension and wealth management services.
• Play a key role in managing administration tasks in a fast-paced professional environment.
• Work both independently and as part of a team to deliver accurate documentation and service.

Tools

Microsoft Office

Job description

Financial Services Administrator (Req/687851) Liverpool, England

• Location: Liverpool City Centre
• 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.

• 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 skillsAbility to work independently and as part of a team
• Methodical and thorough approach to work
• Experience within financial services, wealth management, pensions, banking or professional services

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!

If you're an organised administrator looking to join a respected financial services organisation where you can develop your skills and build a rewarding career, we'd love to hear from you.