Team Administrator

Exec Recruitment Solutions; Liverpool City Region; On-site; GBP 40,000 - 60,000; Full time

Job summary

A specialized recruitment agency in the United Kingdom is seeking an Administrative Support role for a financial planning company. This position involves providing essential support to Financial Advisers, managing client communications, and maintaining records. The ideal candidate should have at least 2 years of experience, strong communication skills, and proficiency in Microsoft Office. Competitive salary and benefits available, with training provided.

Benefits

20 days holiday plus bank holidays

3% employer pension contribution (increasing after longevity of service)

Free onsite parking

Private medical insurance

Group life cover

Qualifications

• At least 2 years of administrative experience and a desire to learn.
• Competent verbal and written communication skills are essential.
• Ability to work proactively and manage multiple priorities.

Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Prepare letters of authority and collect policy information.
• Package suitability reports for distribution to clients.
• Process new business applications, fund switches, and withdrawals.
• Assist in the production of relevant paperwork.
• Contact clients to arrange annual review meetings.
• Track cash balances and arrange cash movements.
• Maintain client records on financial management databases.

Skills

Administrative experience

Proficient in Microsoft Excel

Proficient in Microsoft Word

Proficient in Microsoft Outlook

Verbal communication skills

Written communication skills

Proactivity

Multitasking

Job description

Exec Recruitment Solutions is currently working on behalf of a financial planning company in partnership with St James' Place, providing financial advice to support their Clients' future wealth.

This role is subject to a 3-month probation period, and the employer is looking to interview before the end of 2025 with a view to the successful candidate joining their small team mid-January 2026.

Job Description

This is an integral role in providing administrative support to the Principal Partner/Advisor and 3 Financial Advisers. Reporting to the Principal Partner, this is a varied administrator role involving “behind the scenes" administrative duties, as well as liaising with clients, internal departments, and other firms to provide an excellent service to all our clients new and old. The role offers the opportunity for growth and development within the company, so we are seeking someone who is future-focused and eager to develop their knowledge and skill set, who isn't deterred by challenges, and who will make a positive contribution to the team. Whilst experience in a similar role is preferred, you will receive full training if successful.

Main duties will include:

• Working alongside the lead administrator tp provide administrative support to Financial Advisers and Paraplanners within the practice
• Preparing letters of authority and collecting policy information
• Packaging suitability reports for distribution to clients
• Processing new business applications, fund switches, and withdrawals
• Assisting in the production of relevant paperwork such as Review Questionnaires, valuations, letters to clients and providers
• Contacting clients by phone, email, and post to arrange annual review meetings
• Tracking cash balances and arranging cash movements
• Maintaining client records on financial management databases
• General administrative duties as required.

Who are we looking for?

• Preferably someone with at least 2 years of administrative experience and a desire to learn
• The successful candidate does not need to have had previous experience working within a financial Services environment, but this would be an advantage
• You must have proficient knowledge of Microsoft Excel, Word and Outlook
• Competent verbal and written communication skills are essential
• You must be able to work proactively and manage multiple priorities at once.

What’s in it for you?

In addition to a competitive salary, you will also have access to benefits, including:

• 20 days holiday plus bank holidays
• 3% employer pension contribution (increasing after longevity of service)
• Free onsite parking
• Private medical insurance
• Group life cover

Next steps:

If this opportunity inspires you or you’d like to know more, please contact Jennifer Williams.

Apply via email with an updated CV (Word and PDF formats) and a brief summary of your current position to [e-mail]. We can’t wait to hear from you!