Financial Services Administrator

Financial Services Administrator

• Liverpool City Centre
• Salary - Competitive Salary w/ Excellent Benefits Package
• Hours - Monday to Friday, 9am - 5pm
• Full time, permanent contract
• Outstanding training and development opportunities

This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector.

As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications.

The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged.

Your primary responsibilities will include:

• Provide high quality administrative support to the Wealth Services teams.
• Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser.
• Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements.
• Study towards the Diploma in Regulated Financial Planning

Experience / Qualifications:

• Strong written and verbal communication skills
• Customer focussed attitude.
• Time management and ability to work to deadlines.
• Organisational skills.
• Good attention to detail.
• Accurate and numerate.
• Drive and initiative to work on own and as part of a team.
• Working knowledge of computer-based applications such as Word and Excel.
• Aspirations to succeed and develop a rewarding career that can lead to significant personal progression.
• The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement

If you are interested in this Financial Services job opportunity, please click to apply.

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.