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Financial Services Administrator

More Merseyside – Liverpool jobs
Recruiter
Search Consultancy Ltd
Location
Liverpool
Contract
Permanent
Work pattern
Full Time
First listed by Ontap
17 October 2026
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Job description

Financial Services Administrator

Location: Liverpool City Centre
Salary: Competitive + Excellent Benefits
Hours: Monday to Friday, 9:00am - 5:00pm (35 hours per week)

Looking for your first step into Financial Services or ready for your next administrative challenge?

We are recruiting for a Financial Services Administrator to join a leading financial wellbeing and wealth management organisation based in the heart of Liverpool City Centre.

This is an excellent opportunity for an organised and detail-focused administrator who enjoys working in a fast-paced professional environment. You'll play a key role in supporting Financial Advisers and clients, ensuring the smooth administration of investment, pension and wealth management services.

Whether you have previous financial services experience or a strong administrative background and are looking to build a career within the industry, we'd love to hear from you.

What We're Looking For

We're looking for someone who is highly organised, proactive and enjoys delivering excellent customer service.

Essential Skills & Experience

Strong administrative experience within a professional office environment
Excellent attention to detail and accuracy
Strong written and verbal communication skills
Confident using Microsoft Office, including Word, Excel and Outlook
Ability to manage multiple priorities and work to deadlines
Strong organisational and time management skills
Professional and courteous telephone manner
Customer-focused approach with excellent relationship-building skills
Ability to work independently and as part of a team
Methodical and thorough approach to work

Desirable

Experience within financial services, wealth management, pensions, banking or professional services
Previous experience using CRM systems

What's in it for You?

The benefits of this role include:

A great office atmosphere
Outstanding training and development opportunities including industry qualifications
Full training and support given
The chance to join a progressive and ever expanding firm with clear career development
Work in a friendly environment with happy and loyal customers
Regular staff events
25 days holiday
Cycle to work scheme
+ much more!

Apply Today

If you're an organised administrator looking to join a respected financial services organisation where you can develop your skills and build a rewarding career, we'd love to hear from you.

Apply now with your CV to be considered for this exciting Financial Services Administrator opportunity in Liverpool City Centre.

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.

Apply Now