Financial Services Administrator

4 months ago


Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

Company Overview:

My client is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management industry. As they continue to grow, they are seeking a diligent and organized Financial Services Administrator to join their team and support their operations in delivering outstanding client service.

Role Overview:

The Financial Services Administrator will be responsible for providing comprehensive administrative support to the financial advisors and ensuring the smooth operation of the firms services. This role is crucial in maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the day-to-day activities of the advisory team. The ideal candidate will possess strong organisational skills, attention to detail, and a proactive approach to administrative tasks.


Key Responsibilities:

- Administrative Support: Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.

- Client Documentation: Handle the preparation, processing, and maintenance of client documentation, ensuring all records are accurate and up-to-date.

- Communication Management: Serve as a point of contact for clients, managing inquiries and ensuring prompt and professional responses.

- Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.

- Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.

- Coordination: Work closely with financial advisors and other team members to facilitate the delivery of client services and ensure seamless operations.

- Continuous Improvement: Identify opportunities for improving administrative processes and contribute to the implementation of more efficient procedures.


Qualifications:

- Experience: 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.

- Education: A relevant degree or certification in administration, finance, or a related field is preferred.

- Organisational Skills: Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.

- Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.

- Technology Proficiency: Proficient in Microsoft Office Suite and experience with financial software or CRM systems is advantageous.

- Proactive Approach: A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in completing tasks.

- Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.

If you are a detail-oriented and efficient professional with a passion for supporting financial services, my client invites you to apply for this exciting opportunity. Join their dedicated team and play a vital role in the success of a leading wealth advisory firm by providing exceptional administrative support and client service.



  • Liverpool, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Salary**: £23,000 - £28,000 Liverpool 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. **This role...


  • 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 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 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...


  • 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 Click and Connect Online Limited Full time

    CompanyOverview: My client isa distinguished private wealth advisory firm that servesinternational investors and expatriates across the globe. Known forproviding exceptional financial planning and investment solutionsthey are dedicated to maintaining excellence and innovation in thewealth management industry. As they continue to grow they areseeking a...


  • Liverpool, United Kingdom Sedulo Full time

    **Our Mission**: At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by: - Working with our clients to transform their business and personal finances - Connecting and contributing to the business community in the cities we are located in - Working with charities by...

  • Practice Manager

    3 weeks ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

  • Practice Manager

    3 weeks ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

  • Practice Manager

    3 weeks ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

  • Practice Manager

    3 weeks ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

  • Practice Manager

    3 weeks ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

  • Practice Manager

    1 week ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Job Description Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management...


  • Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

    We are seeking an experienced Financial Services Administrator to join our team in Liverpool.Job DescriptionManage 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...


  • East Liverpool, Ohio, United Kingdom Prestige Recruitment Group Full time

    We are excited to present a fantastic opportunity for a temporary Financial Services Administrator based in Wirral, Merseyside, with potential permanent opportunities. Our client, a reputable company in the financial sector, is looking for a dedicated professional with excellent financial administration skills, able to work closely with clients, maintain...


  • Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

    About 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...


  • East Liverpool, Ohio, United Kingdom Prestige Recruitment Group Full time

    Prestige Recruitment Group is seeking a highly skilled Financial Services Administrator to join our team. This role offers a competitive salary package, including an estimated $65,000 - $80,000 per year.The ideal candidate will have experience as an administrator, preferably within financial services. They should possess proficiency in Microsoft Office and...

  • Practice Manager

    3 weeks ago


    Liverpool, UK, Merseyside, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...


  • Liverpool, Liverpool, United Kingdom Prestige Recruitment Group Full time

    Pensions 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...


  • Liverpool, United Kingdom Caldeira Ltd. Full time

    Caldeira is looking for a generalist Financial Administrator, or a more experienced generalist finance professional, to help maintain its financial systems and payroll at its head office on the Knowsley Industrial Estate. Please send a CV and an indication of salary expectations based on your knowledge, skills, qualifications and experience. Please also...