Financial Services Administrator - Growth, Training & Benefits

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

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.