Financial Services Administrator
2 days ago
We are seeking an experienced Financial Services Administrator to join our team in Liverpool.
Job Description- Manage the client review service cycle end to end.
- Coordinate with clients to arrange annual reviews.
- Prepare review packs, including valuations and compliance documents.
- Maintain accurate client data on our in-house system.
- Attend client meetings with advisers, take notes, and prepare file notes.
- Prepare and send relevant paperwork to clients on behalf of the adviser.
- Experience in an IFA or similar financial services business.
- Understanding of pensions or investments is desirable.
- Strong attention to detail and accuracy.
- Self-motivated and willing to take initiative.
- Strong organisational skills with ability to adapt and multitask.
- A competitive salary of £25,000 - £28,000 per annum.
- 25 days' holiday per year.
- Company pension scheme.
- Life assurance.
- Study support for relevant qualifications.
-
Financial Services Administrator
1 month ago
Liverpool, Liverpool, United Kingdom Page Personnel Sales Full timeAbout Our ClientWe are a wealth management firm in Liverpool seeking an IFA Administrator to join our team. Due to internal promotions, this role offers progression and study support.Job DescriptionAs IFA Administrator, you will be responsible for:Managing client review service cycle end to endCoordinating with clients to arrange annual reviewsPreparing...
-
Pensions Administrator
1 month ago
Liverpool, Liverpool, United Kingdom Prestige Recruitment Group Full timePensions Administrator OpportunityPrestige Recruitment Group is seeking a skilled Pensions Administrator to join a specialist Financial Services organisation in Liverpool City Centre.This is a great chance to work on various aspects of pensions administration, including processing customer information and handling administration via different communication...
-
Financial Planning Administrator
4 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a global financial services firm with a strong presence in key locations. We leverage a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With around £2 billion in assets under management (AUM), we...
-
Practice Manager
2 weeks ago
Liverpool, Liverpool, United Kingdom Synchronicity Financial Services Full timeWe are seeking a highly skilled Practice Manager to join our team at Synchronicity Financial Services. As a key member of our operations team, you will play a crucial role in the day-to-day management of our practice, ensuring seamless delivery of our services and continuous improvement of our operational efficiency.The successful candidate will have...
-
Chief Financial Administrator
1 month ago
Liverpool, Liverpool, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled and experienced Chief Financial Administrator to lead our finance team in Liverpool, United Kingdom. As a key member of our leadership team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop...
-
Financial Services Coordinator
2 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team on a full-time basis.The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service.Key Responsibilities:Provide administrative support to financial advisors, including scheduling...
-
Financial Services Operations Specialist
5 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeAt Hoxton Wealth, we are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service.Key Responsibilities:Provide administrative support to financial advisors, including...
-
Senior Financial Services Coordinator
2 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a leading global financial services firm with a strong presence in key international locations. With a tech and tax-led approach to financial planning, the company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.The company has around £2 billion in...
-
Financial Services Professional
3 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis.Job SummaryThe ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service.Provide administrative support to financial advisors, including scheduling appointments,...
-
Senior Financial Administrator
2 days ago
Liverpool, Liverpool, United Kingdom NMS Recruit Full timeSenior Financial Administrator Role in LiverpoolWe are seeking a highly skilled Senior Financial Administrator to join our team at NMS Recruit in Liverpool. As a key member of the organization, you will provide administrative support and contribute to the success of the company.Key Responsibilities:Providing administrative support to the teamContribute to...
-
Academy Financial Administrator
2 days ago
Liverpool, Liverpool, United Kingdom Lydiate Learning Trust Full timeAbout the RoleA fantastic opportunity has arisen for a highly motivated Finance Officer to join our dedicated Finance Team at Lydiate Learning Trust.As a key member of the team, you will provide financial administrative support across the Trust, ensuring seamless day-to-day operations.
-
Senior Financial Administrator
3 weeks ago
Liverpool, Liverpool, United Kingdom Michael Page (UK) Full timeAbout the RoleAre you a skilled financial professional looking for a new challenge? We have an exciting opportunity for a Senior Financial Administrator to join our team at Michael Page UK.The successful candidate will be responsible for managing the financial operations of our clients, including bookkeeping, VAT, and management accounts preparation. They...
-
Financial Administrator
4 weeks ago
Liverpool, Liverpool, United Kingdom RG Consultancy Full timeRG Consultancy is seeking a skilled Financial Administrator to join their team in the property industry. The successful candidate will be responsible for:Verifying and prioritizing purchase invoices for multiple companiesMatching invoices to purchase orders and delivery notes where applicableReconciling supplier statement balances to ledgersProcessing...
-
Liverpool Financial Services Professional
2 days ago
Liverpool, Liverpool, United Kingdom NMS Recruit Full timeLiverpool Financial Services Job OpportunityNMS Recruit is a respected Financial Services firm based in Liverpool, seeking a strategic financial leader to join our team. The ideal candidate will have excellent communication and organizational skills, with a strong attention to detail and ability to work under pressure.About the Company:We are a highly...
-
Financial Services Professional
2 weeks ago
Liverpool, Liverpool, United Kingdom Blackwave Capital Full timeJob Title: Investment Banking SpecialistCompany: Blackwave CapitalRole Overview: This is a full-time on-site role for an Investment Banking Specialist at Blackwave Capital in Liverpool. The Investment Banking Specialist will be responsible for managing financial transactions, analyzing market trends, and providing financial advice to clients.Key...
-
Financial Administrator Assistant
2 weeks ago
Liverpool, Liverpool, United Kingdom School Improvement Liverpool Full timeTrust Administrative Assistant Job Title: Trust Administrative AssistantJob Type: Finance & AdministrationJob Phase: N/AGrade: NJC Scale 6-11Actual Salary: £23,893 - £25,797Contract Type: Fixed termContract Term: Part timeLocation: LiverpoolAbout the SchoolLiverpool Diocesan Schools Trust was established in September 2017 and has grown rapidly in that...
-
Customer Service Representative
4 weeks ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeWe are looking for a skilled professional to support our growing team in the Private Car Sales department at Acorn insurance & Financial Services LTD.The ideal candidate will be a self-motivated individual who is professional, enthusiastic, and has a keen attention to detail.The successful candidate will work in a target driven environment, providing...
-
Financial Administrator
3 days ago
Liverpool, Liverpool, United Kingdom RG Consultancy Full timeRG Consultancy is seeking a detail-oriented Financial Administrator to support their large and friendly team on a full-time, permanent basis.The company is experiencing an exciting period of growth with projects spanning the UK, offering ample opportunities for development and progression.Brand new offices in Liverpool City Centre provide a modern working...
-
Financial Services Coordinator
1 month ago
Liverpool, Liverpool, United Kingdom Aspion Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team. As a key member of our back-office support team, you will be responsible for managing the receipt and processing of finance documentation for all applications, ensuring accurate handling and timely fund release.About the RoleThe successful...
-
Financial Services Professional
2 days ago
Liverpool, Liverpool, United Kingdom HSBC Global Services Limited Full timeAbout Us:HSBC Global Services Limited is a leading provider of financial services, supporting millions of individuals, families, businesses, and investors worldwide. Our diverse range of products and services includes current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management.Our Culture:We value...