10,000+

Financial Services jobs in United Kingdom

Client Services Specialist – Financial Services

Search Consultancy

Liverpool
On-site
GBP 25,000 - 30,000
17 days ago
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Senior Finance Leader — Deputy Head of Financial Services

NHS

Manchester
On-site
GBP 64,000 - 75,000
17 days ago

Oracle Finance Architect & IT Lead - Financial Services

Robert Walters UK

Greater London
Hybrid
GBP 90,000 - 115,000
17 days ago

Financial Services Administrator: Paraplanner Support (Office-based)

The Thrive Group

Trowbridge
On-site
GBP 25,000 - 31,000
21 days ago

Interim IT Leader for Financial Services Transformation

May Business Consulting

City Of London
Hybrid
GBP 80,000 - 120,000
22 days ago
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Senior Solution Sales Executive Sustainability Reporting (Financial Services)

Workiva

City Of London
On-site
GBP 70,000 - 90,000
22 days ago

Senior Indirect Tax Leader - Financial Services VAT

Ernst & Young

City of Westminster
On-site
GBP 80,000 - 100,000
23 days ago

Solutions Architect Financial Services, Global Financial Services

AWS

City Of London
On-site
GBP 60,000 - 90,000
23 days ago
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Operations & Client Services Leader – Financial Services

Placr Recruitment

England
On-site
GBP 60,000 - 80,000
24 days ago

Senior Principal - OCM Consultant - Financial Services & Insurance

Infosys Consulting

City Of London
On-site
GBP 80,000 - 110,000
25 days ago

Management Accountant - Financial Services / Banking

J&T Business Consulting

Manchester
On-site
GBP 40,000 - 60,000
26 days ago

FULLY REMOTE JOB - Onboarding Officer (KYC / SoW) - Financial Servives (IFA / Wealth Management)

Caravel

England
Remote
GBP 50,000 - 60,000
27 days ago

Senior Manager - Financial Services (Insurance), Programme Leadership

Deloitte LLP

Manchester
Hybrid
GBP 60,000 - 80,000
29 days ago

Senior Manager - Financial Services (Banking), Programme Leadership

Deloitte LLP

Manchester
Hybrid
GBP 70,000 - 90,000
29 days ago

Account Director, Financial Services PR - 690311

Alexander James Recruitment Ltd.

Greater London
On-site
GBP 45,000 - 60,000
17 days ago

Senior New Business Manager, Financial Services

Flex Legal Ltd

Greater London
Hybrid
GBP 55,000 - 75,000
17 days ago

Global Account Director, Financial Services - Hybrid

Hanson Search

Greater London
Hybrid
GBP 80,000 - 100,000
17 days ago

Remote Enterprise Account Executive - Financial Services

Workday, Inc.

Greater London
Remote
GBP 50,000 - 70,000
17 days ago

Senior Director, Financial Services Communications Leader

Hanson Search

Greater London
Hybrid
GBP 100,000 - 125,000
17 days ago

Jersey Resolution Authority - Independent Members at Jersey Financial Services Commission

jobs.jerseyeveningpost.com-job boards

United Kingdom
On-site
GBP 60,000 - 80,000
17 days ago

Operational Resilience Lead – Financial Services

Meraki Talent

Leeds
On-site
GBP 50,000 - 60,000
18 days ago

Executive Assistant - Financial Services

Bain and Gray

City Of London
On-site
GBP 35,000 - 50,000
22 days ago

Learning & Development Specialist (Financial Services)

BDO LLP

Greater London
Hybrid
GBP 60,000 - 80,000
22 days ago

Senior Audit Manager – Financial Services, Hybrid & Leadership Path

Rutherford Briant

City Of London
Hybrid
GBP 60,000 - 80,000
23 days ago

Senior Financial Services Internal Auditor Consultant

Michael Page Finance

England
On-site
GBP 50,000 - 70,000
23 days ago

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Client Services Specialist – Financial Services
Search Consultancy
Liverpool
On-site
GBP 25,000 - 30,000
Full time
17 days ago

Job summary

A financial services firm in Liverpool seeks a Client Services Administrator to enhance client experiences. You will manage inquiries, coordinate advice processes, and maintain records, ensuring efficient operations. Ideal candidates will possess at least one year of experience in IFA administration or financial services, strong communication skills, and proficiency with back-office systems like Intelliflo. This full-time position offers a competitive salary of up to £30,000 and additional benefits including a generous holiday allowance.

Benefits

33 days holiday including Bank Holidays
Pension scheme with employer contributions
Support toward exams and professional development
Values-led culture

Qualifications

  • Minimum 1 year of experience in IFA administration or financial services.
  • Confidence in using back-office systems.
  • Excellent written and verbal communication skills.

Responsibilities

  • Act as the first point of contact for clients and providers.
  • Handle client queries with professionalism and empathy.
  • Prepare and maintain accurate client records and valuations.
  • Coordinate paperwork for fund switches and provider transactions.

Skills

IFA administration experience
Investment knowledge
Pension process understanding
MS Office proficiency
Excellent communication
Detail-oriented

Tools

Intelliflo
FE
Dynamic Planner
Job description
A financial services firm in Liverpool seeks a Client Services Administrator to enhance client experiences. You will manage inquiries, coordinate advice processes, and maintain records, ensuring efficient operations. Ideal candidates will possess at least one year of experience in IFA administration or financial services, strong communication skills, and proficiency with back-office systems like Intelliflo. This full-time position offers a competitive salary of up to £30,000 and additional benefits including a generous holiday allowance.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.