Financial Administrator - Up to £32,000 per annum

Job Title: Financial Administrator
Location: Liverpool (Office-Based)
Salary: Up to £32,000 per annum
Job Type: Full-Time, Permanent

We 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.

• Act 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.