Job Location : Crosby, UK
Job Title: Financial AdministratorLocation: Liverpool (Office-Based)Salary: Up to £32,000 per annumJob Type: Full-Time, Permanent
Job DescriptionWe are working on behalf of a Chartered, Top 100 IFA firm in Liverpool to recruit an experienced and proactive Financial Administrator. This is an excellent opportunity to join a highly reputable wealth management business that offers career progression, professional development, and a supportive working environment.
The successful candidate will be a key member of the team, assisting in the delivery of exceptional client service by providing administrative and technical support to Financial Planners and Paraplanners.
Key ResponsibilitiesAct as a point of contact for client servicing and administration
Process new business applications and liaise with providers to ensure timely completions
Prepare and maintain client files, valuations, and reports ahead of review meetings
Handle client queries with professionalism and accuracy
Maintain compliance and data integrity across all documentation and internal systems
Collaborate closely with Financial Planners and Paraplanners to ensure a smooth client journey
Previous experience as a Financial Administrator in an IFA or wealth management environment
Good knowledge of financial products, including pensions, investments, and protection
Strong attention to detail and excellent organisational skills
Good IT literacy, including Microsoft Office and back-office systems (e.g. Xplan, Intelligent Office)
Strong communication skills and a client-focused mindset
Ideally studying towards or interested in CII qualifications
Salary up to £32,000 depending on experience
25 days' holiday plus bank holidays
Your birthday off
10x Death in Service
Private Medical Insurance (PMI)
5% employer pension contribution
Cycle to Work scheme
Access to NextGen Planners and CII membership
Company events and regular team socials
Beautiful new, modern office in Liverpool
Monday to Friday
No weekends
Office-based
If you are a skilled Financial Administrator looking for a stable, long-term opportunity within a forward-thinking and supportive firm, we want to hear from you. Apply today to take the next step in your financial services career.
Salary : 25000 - 32000
Apply Now!