Financial Services Administrator
Location: Liverpool City Centre
Salary: Up to £30,000 DOE
Full-time | Permanent | 8:30am - 5:30pm (flexible if required) | Hybrid

Industry: Financial Services

We're currently recruiting for an experienced Financial Services Administrator to join a well-established and growing business. This is a great opportunity for someone with a background in financial services or wealth management administration who is looking to join a supportive, professional environment and build on their existing knowledge.
This role would suit someone who enjoys managing processes from start to finish, working closely with clients and advisers, and ensuring a high standard of accuracy and service throughout.

The Role:
You'll be responsible for managing a portfolio of client cases, supporting a range of financial administration processes from initial setup through to ongoing servicing. You'll act as a key point of contact for clients, advisers, and internal teams, ensuring work is completed accurately, efficiently, and in line with internal procedures and regulatory standards.

Benefits:

• 25 days holiday + bank holidays
• Annual bonus/OTE (7%)
• Private Medical Insurance (after qualifying period)
• Sick pay (after qualifying period)

Key Responsibilities:

• Manage your own portfolio of client cases from start to finish
• Act as a main point of contact for clients, advisers, and internal teams
• Support a range of new business and ongoing administration activities
• Process client instructions, updates, payments, and account changes accurately
• Maintain accurate and up-to-date client records and documentation
• Ensure all work is completed in line with internal procedures and regulatory requirements
• Identify and escalate any risks, issues, or complaints appropriately
• Support audits and contribute to continuous improvement of internal processes

What We Are Looking For:

• Previous experience in financial services administration or wealth management support
• Strong understanding of working within a regulated environment
• Excellent attention to detail and the ability to manage multiple cases at once
• Confident communication skills when dealing with clients, advisers, and internal stakeholders
• Strong organisational skills and the ability to prioritise workload effectively
• A proactive and professional approach to work

Desirable:

• Experience supporting advisers or working within an investment, wealth management, or broader financial services setting
• Exposure to complex financial products or case management
• Working towards or completed industry qualifications would be an advantage

Why Apply?

• Opportunity to take ownership of your own workload
• Supportive and collaborative team environment
• Scope to develop your knowledge and progress your career
• Join a business that values accuracy, service, and professionalism