Financial Services Administrator | Liverpool | Training & Growth

Search Consultancy Ltd; Liverpool; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Outstanding training and development

Job summary

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.

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 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

Skills

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

Tools

CRM systems

Job description

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.