Financial Services Administrator

Search; West Kirby; On-site; GBP 18,000 - 24,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Regular staff events

Training and development opportunities

Job summary

Search Consultancy is recruiting a Financial Services Administrator to join a leading financial wellbeing and wealth management organisation in Liverpool City Centre. This role supports Financial Advisers and clients with investment, pension and wealth management administration.

We're looking for someone highly organized with excellent attention to detail, good communication skills, and proficiency in Microsoft Office.

Qualifications

• 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.

Responsibilities

• Support Financial Advisers and clients with administration of investment, pension and wealth management services.
• Handle multiple admin tasks in a fast-paced professional environment.
• Maintain accurate records and ensure deadlines are met.

Skills

Administrative experience

Attention to detail

Communication skills

Microsoft Office

Time management

Telephone manner

Tools

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?

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.