Back Office-Jobs in Großbritannien
Wealth Planner for High Net Worth Clients - Growth Role
Premier Jobs UK
Core DeFi Engineer - Build the Back Office Backbone
Flowdesk
Entdecke mehr Stellenangebote als bei herkömmlichen Stellenportalen. Jetzt mehr Stellenangebote entdeckenMobile CBT Civil Enforcement Officer Solihull
Marston Holdings
Vernetze dich mit Headhuntern um dich auf ähnliche Jobs zu bewerbenDeputy Store Manager
Neem een vliegende start met het management traineeship van Lidl
Senior Compliance Officer.
Millennium Management
Deputy Store Manager
Neem een vliegende start met het management traineeship van Lidl
Trade Counter Sales - Builders Merchant
Interaction Recruitment
Full-Time Supervisor, Sloane Street
CHRISTIAN DIOR COUTURE
Contact Centre Resource Planning & Forecasting Manager in Cardiff
Longreach Recruitment
Wealth Management Admin & Compliance Specialist
Paradigm Employment Services
Strategic Correspondent Bank Network Lead
Investec
Financial Services Administrator
Zusammenfassung
A recruitment agency is seeking a Financial Services Administrator in Liverpool City Centre. The role requires UK financial services experience and strong client management skills. Responsibilities include managing client queries, maintaining records, and coordinating paperwork for transactions. The position offers a salary of up to £30,000, 33 days of holiday, a pension scheme, and support for professional development. This is a full-time, permanent role where your contributions to the team will be valued.
Leistungen
Qualifikationen
- Previous experience in an administrative support role within the financial services industry.
- Experience within an IFA Administration role is advantageous.
Aufgaben
- Act as the first point of contact for clients and providers.
- Handle client queries with professionalism and empathy.
- Prepare and maintain accurate client records, valuations, and performance summaries.
- Coordinate paperwork for fund switches, withdrawals, and transfers.
- Support implementation of investment, pension, and estate planning cases.
- Build and dispatch review packs and suitability letters.
- Manage back-office systems and ensure accurate data.
- Liaise with advisers and clients to keep cases moving.
Kenntnisse
- Location: Liverpool City Centre
- Salary: Up to £30,000 (DOE)
- Hours: Monday to Friday - 37.5 hours per week
- Contract: Full time, permanent
We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre.
This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team.
The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).
- Act as the first point of contact for clients and providers.
- Handle client queries with professionalism and empathy.
- Prepare and maintain accurate client records, valuations, and performance summaries.
- Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions.
- Support implementation of investment, pension, and estate planning cases.
- Build and dispatch review packs and suitability letters with precision.
- Manage back‑office systems and ensure clean, accurate data.
- Liaise with advisers, paraplanners, clients, and providers to keep cases moving.
- Salary up to £30,000 (DOE).
- 33 days holiday (including Bank Holidays).
- Pension scheme with employer contributions.
- Full support toward exams and professional development.
- A values‑led culture that puts people and clients first.
- A growing firm full of opportunity where your work truly matters.
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.
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.