Financial Services Administrator
7 months ago
**Financial Services Administrator**
**Based in Liverpool, Merseyside.**
**Salary: £25,000 - £40,000**
This experienced Financial Services Administrator job opportunity in Liverpool City Centre is offering a salary of £25,000 - £40,000.
You will be joining a financial services firm who have a highly skilled Financial Planning team.
The great bonus to the location is this financial services practice is based near all the Liverpool City Centre train stations.
**This financial services opportunity will involve**:
- Assisting with the preparation of research and suitability reports.
- Analyse clients requirements.
- Fund research and using systems such as Intelligent office.
- Provide administration support to the Paraplanners.
- Prepare meetings for the Paraplanners & Financial Advisors.
- Preparing valuation reports.
- Work closely with product providers on changes to clients policies.
I’d like to hear from you if you have previously worked within a Wealth Management/Financial Planning environment and have experience with Pensions & investment administration. If you have passed the Diploma in Financial Planning that would be great.
Please click to apply:
In return you will receive an excellent salary along with a friendly and supportive working environment.
INDPH
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£40,000.00 per year
**Benefits**:
- Company pension
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Liverpool: reliably commute or plan to relocate before starting work (required)
Work Location: In person
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