Client Support Administrator
4 days ago
HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers.Responsibilities:Act as a key point of contact for client enquiries, responding promptly and with professionalism and care.Update, manage, and maintain client information, including reports, valuations, and performance data.Oversee the administration of investment and pension activity, including transfers, withdrawals, and fund changes.Provide administrative support throughout the delivery of financial planning, investment, and estate planning recommendations.Prepare and send out review documents, reports, and suitability correspondence with a strong focus on accuracy.Maintain and streamline back-office systems to ensure data integrity and efficient workflows.Work closely with advisers, paraplanners, clients, and product providers to ensure cases progress smoothly and on schedule.Key skills and requirements:A minimum of one year's experience within an IFA environment or a broader financial services role.Good understanding of pensions, investments, and platform processes.Confident user of industry software (such as Intelliflo, FE, or Dynamic Planner) along with strong MS Office skills.Excellent communication abilities, both written and verbal.An organised, process-focused approach with a commitment to delivering high-quality client service.Additional benefits:33 days of annual leave, including bank holidays.Employer pension contributions.Support for professional qualifications and ongoing development.If you are interested in this position, please call Mia at 0151 439 3051 or email Mia.Tong@HRGO.co.uk #J-18808-Ljbffr
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Client Support Administrator
2 days ago
Liverpool, United Kingdom Rathbones Full timeRathbones are currently recruiting for a Client Support Administrator to provide administrative support to Rathbones Financial Planning team. The Client Support Administrator will ensure client data is accurate and up to date to support the client service, marketing and strategy requirements to the business. **Salary: Competitive with an excellent benefits...
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Client Support Administrator
4 days ago
Liverpool, United Kingdom HR GO Recruitment Full timeJob DescriptionJob Description Job Title: Client Support Administrator Location: Liverpool Salary: Up to £30,000p/a DOE HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers. Responsibilities: Act as...
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Client Administrator
1 week ago
Liverpool, United Kingdom Evelyn Partners Full timeClient Administrator Financial PlanningWhat will you be doingWere seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to...
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Client Administrator
4 days ago
Liverpool, United Kingdom Evelyn Partners Full timeCompany DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...
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Client Administrator
1 week ago
Liverpool, United Kingdom Evelyn Partners Full timeWhat will you be doing We are seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience. Whats in it for me As a Client Administrator at Evelyn...
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Client Services Administrator
4 days ago
Liverpool, United Kingdom Candidate Source Ltd Full timeYou know when great client service changes everything? As a Client Services Administrator, that’s exactly the impact you’ll have. You’ll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won’t just move tasks forward;...
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Client Services Administrator
5 days ago
Liverpool, United Kingdom Candidate Source Full timeYou know when great client service changes everything? As a Client Services Administrator, that’s exactly the impact you’ll have. You’ll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won’t just move tasks forward;...
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Client Services Administrator
2 days ago
Liverpool, United Kingdom Candidate Source Full timeYou know when great client service changes everything? As a Client Services Administrator, that's exactly the impact you'll have. You'll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won't just move tasks forward; it'll help...
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Client Administration Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Inpost UK Full time £25,000 - £40,000 per yearWant to be part of a UK hub, in a global business that is scaling rapidly, evolving fast and radically changing the decades-old delivery universe? If so, read on, as we're looking for a Client Administration Coordinator to join our Client Administration teamOur mission? To switch up the status quo and become the UK's leading out-of-home business. With a...
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Client Services Administrator — Finance
3 days ago
Liverpool, United Kingdom Candidate Source Ltd Full timeA leading financial services firm in Liverpool is seeking a Client Services Administrator to provide exceptional client service and support the advice process. The role involves handling queries, preparing records, and coordinating administrative tasks related to investments and pensions. The ideal candidate will have experience in financial services, strong...