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Financial Services Administrator

3 months ago

Liverpool, Liverpool, United Kingdom Page Personnel - UK Full time
An exciting opportunity for graduates and those with an interest in FS.

  • Hybrid role in a professional and welcoming team environment.

About Our Client:

Our client is a successful and growing company that offers wealth & investment management services to their customers.

They are constantly growing their team and offer plenty of room to grow and develop, as well as various options for personal development.


The responsibilities for this role will include:

  • Remaining professional at all times and reliable for clients and colleagues,
  • Work to SLAs and abide by regulatory requirements,
  • Take accountability for various administrative tasks and work with the team,
  • Practice Lean methodologies,
  • Keep in line with industry standards and take part in regulatory training,
  • Engage in personal development and support development of the team,
  • Monitor communications and record them appropriately.

The Successful Applicant:

Successful applicants will be able show a number of qualities, including but not limited to:

  • Demonstrating positive behaviours and a positive mindset,
  • Knowledge or interest to learn about Financial Services or investments,
  • Character traits such as honesty and integrity,
  • Computer competency,
  • Excellent written and spoken communication skills.

What's on Offer:


This is a Monday-Friday, Permanent opportunity, with 3 days of WFH hybrid on offer based in the Liverpool City Centre.

There are a variety of benefits on offer that are tailored to suit the role and each individual.

Other benefits include:

  • Company pension,
  • Private medical insurance,
  • Life assurance,
  • Company share scheme,
  • Income protection,
  • Season ticket loans,
  • A range of other voluntary benefits.
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