Financial Services Administrator

7 months ago


Liverpool, United Kingdom Prestige Recruitment Group Full time

**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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