Financial Services Administrator

Confidential; West Kirby; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Training and development opportunities

Industry qualifications

Friendly office environment

Career progression

Job summary

Confidential is recruiting a Financial Services Administrator to join our Liverpool City Centre team. You will support Financial Advisers and clients with the administration of investment, pension and wealth management services.

This role suits a well-organised administrator who thrives in a busy professional setting, wants to build a career in financial services, and values excellent customer service and accuracy. We offer full training and a clear path for progression.

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.
• Ability to work independently and as part of a team.
• Methodical and thorough approach to work.

Responsibilities

• Support Financial Advisers and clients with administration of investments, pensions and wealth management services.
• Maintain accurate client records and ensure smooth processing of paperwork.
• Assist in delivering timely responses and high-quality customer service.
• Collaborate with colleagues to meet deadlines in a busy environment.
• Help with onboarding and compliance checks as required.

Skills

Administrative experience

Attention to detail

Written and verbal communication

Multi-tasking

Organisation

Telephone etiquette

Customer service

Independent worker

Team player

Thoroughness

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM systems

Job description

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?

• 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.

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.