Financial Services Administrator

3 weeks ago


Liverpool, United Kingdom Page Personnel Full time

A fantastic financial services opportunity based in the Liverpool City Centre.
- Hybrid working and various perks on offer, salary is competitive for this role.

**About Our Client**:
Our client is a prestigious wealth & investment management company based in Liverpool. They are one of the leading names in their industry and are constantly growing and expanding their departments.

We always welcome references for other job-seekers who may be interested when it comes to client due to a continuous recruitment agreement we have with them.

We have a number of Financial Services Administrator roles on with this client and are constantly receiving more pipeline for further opportunities.

Responsibilities will include:

- General administrative duties,
- Processing and accessing data from a database,
- Liaising with various parties regarding investments,
- Working as part of a team and supporting managers,
- Various office tasks as required,
- Ensuring compliance on personal and team work,
- Dedicating time to personal growth and development.

**The Successful Applicant**:
Our client is looking out for and will favour the following qualities, although you do not need to meet all of these conditions to be considered:

- Excellent written and verbal communication,
- Basic competency with Microsoft Office software,
- A passion for Financial Services,
- Qualifications in Financial Services, Finance, Accountancy or Economics,
- Previous strong experience in Financial Services,
- Drive to grow and develop own skills.

**What's on Offer**:
Full package may be disclosed during process, packages will generally include:

- Hybrid (3 Days WFH),
- Pension Contributions,
- Private Medical Insurance,
- Life Assurance,
- Company Shares,
- Perks & Opt-In Benefits.



  • Liverpool, United Kingdom BRUIN Financial Full time

    Permanent - Liverpool, **Ref**: 34242 Bruin are on the hunt for our client a leading Financial company based in Liverpool for a member of their Client service delivery team on a permanent basis, a role which is both permanent and part hybrid and promises excellent career progression - Responsibilities for this role include._ - Maintenance of company records...


  • Liverpool, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Salary**: £20,000 - £28,000 This financial services firm is based on the outskirts of Liverpool with free parking. Merseyside based Financial Planning firm is looking to recruit an experienced Financial Services Administrator. This Financial Services firm is known for a low staff turnover and encourages career...


  • Liverpool, United Kingdom Prestige Recruitment Group Full time

    Financial Services Administrator Based in Liverpool City Centre. **Salary**: £23,000 - £27,000 This Financial Services Administrator job opportunity in Liverpool is offering a salary of £23,000 - £27,000. Would you like to join an Independent Financial Advisors in Liverpool City Centre who will invest in your career and qualifications? The...


  • Liverpool, United Kingdom Page Personnel - UK Full time

    Fantastic fixed term contract within financial services. - An amazing opportunity to break into FS or for someone who is urgently looking. **About Our Client**: This company is known to be very warm, friendly and welcoming to new starters and frequently takes on graduates and progresses them. This client has been a fantastic provider of door-opening...


  • Liverpool, United Kingdom Page Personnel Full time

    Financial Services Administrator - FTSE 250 business - Exciting Opportunity - Leading Wealth Management company **About Our Client**: This reputable business has over 100 year's experience in being market leaders in what they do! If you are looking to work in a fast-paced, high-flying and exciting environment then look no further! With over 1,000 employees...


  • Liverpool, United Kingdom Page Personnel Full time

    Leading business in its sector - Reputable investment management business **About Our Client**: This leading and growing asset management organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the wealth management sector, the business prides itself and providing top class, regulated financial advice,...


  • Liverpool, United Kingdom Page Personnel Full time

    Working for a well known wealth management firm - Supporting a large, critical project for the organisation **About Our Client**: Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the UK. This is a successful investment company with a strong presence in the...


  • Liverpool, United Kingdom Spectrum Independent Financial Services (IFS) Full time

    **About us**: Spectrum Independent was set up in 2002 to provide Financial Planning Advice to clients from a broad ‘spectrum’ of backgrounds on a very personal and professional basis. Principal Wayne Slater, started his career in the Financial Services Industry in 1987 and has gone on to advise thousands of clients over the years and helped them invest...


  • Liverpool, United Kingdom Spectrum Independent Financial Services (IFS) Full time

    **About us**: Spectrum Independent was set up in 2002 to provide Financial Planning Advice to clients from a broad ‘spectrum’ of backgrounds on a very personal and professional basis. Principal Wayne Slater, started his career in the Financial Services Industry in 1987 and has gone on to advise thousands of clients over the years and helped them invest...


  • Liverpool, United Kingdom Page Personnel - UK Full time

    Financial Services Administrator - FTSE 250 business - Exciting Opportunity - Leading Wealth Management company **About Our Client**: This reputable business has over 100 year's experience in being market leaders in what they do! If you are looking to work in a fast-paced, high-flying and exciting environment then look no further! With over 1,000 employees...


  • Liverpool, United Kingdom Page Personnel - UK Full time

    Financial Services Administrator - FTSE 250 business - Exciting Opportunity - Leading Wealth Management company **About Our Client**: This reputable business has over 100 year's experience in being market leaders in what they do! If you are looking to work in a fast-paced, high-flying and exciting environment then look no further! With over 1,000 employees...


  • Liverpool, United Kingdom Prestige Recruitment Group Full time

    Financial Administrator **Salary**: £23,000 - £29,000. Based in Liverpool City Centre. Would you like to join an Independent Financial Advisors in Liverpool City Centre who will invest in your career and qualifications? The Independent Financial Advisors offer valuable staff training, and development plus will invest in your financial services...


  • Liverpool, United Kingdom Meraki Full time

    Meraki Talent are seeking Financial Services Administrators to join an Investment Management firm in the heart of Liverpool’s Financial Services district. This is initially a 12month fixed term contract, however likely to extend beyond this term. Key duties include; - Processing accurate client data - Updating in house systems with accurate client date -...


  • Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Services Liverpool 01/05/2024 Type of Position: Financial Administrator - Liverpool Pay: £24k - £28k **Financial Administrator - Liverpool**: Our client is looking for a Financial Administrator to join their expanding team based in the Liverpool area. You will be joining a financial advisory firm, helping to prepare and package financial...


  • Liverpool, United Kingdom Page Personnel - UK Full time

    Working for a well known wealth management firm - Supporting a large, critical project for the organisation **About Our Client**: Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the UK. This is a successful investment company with a strong presence in the...


  • Liverpool, United Kingdom Financial Divisions Full time €30,000 - €35,000

    Financial Administrator - Wealth Management Firm - Liverpool - Basic salary £30k - £35k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to...


  • Liverpool, United Kingdom Page Personnel Finance Full time

    These are great opportunities with avenues for progression, offer competitive pay and are with a reputable business to really make your CV shine. **Client Details** 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...


  • Liverpool, United Kingdom Financial Divisions Full time €30,000 - €35,000

    Financial Administrator - Wealth Management Firm - Liverpool - Basic salary £30k - £35k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to...


  • Liverpool, United Kingdom Recruit UK Full time

    **Job Title**: Financial Planning Administrator **Industry**: Financial Services **Location**: Liverpool **Salary**: Up to £30,000 **Reference Number**: 7909 Financial Planning Administrator Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Liverpool to join a leading Financial Advice firm. They offer their...


  • Liverpool, United Kingdom 16a architecture Full time

    An exciting opportunity has arisen for an organized and enthusiastic Financial Administration Manager to join our skilled and established Operations team, based in Liverpool City Centre at 16a architecture. This role is integral to the day-to-day financial operations of our architecture firm, ensuring smooth invoicing processes, accurate cash flow...