Financial Services Administrator: Training & Career Growth

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

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.