Financial Planning Administrator

Liverpool City Centre

Salary: £30,000 - £35,000 (depending on experience)

Are you an organised and detail oriented Financial Services Administrator looking to grow your career in the financial planning industry?

Liverpool City Centre based IFA Practice are seeking a Financial Planning Administrator to join their dynamic team in the heart of Liverpool City Centre.

The Role:

As a Financial Planning Administrator, you will play a crucial role in supporting the Financial Advisors and Paraplanners.

Your responsibilities will include:

• Preparing client documentation, reports, and correspondence.
• Managing and maintaining client records with accuracy and confidentiality.
• Liaising with clients, providers, and colleagues to ensure seamless communication.
• Assisting with the processing of new business applications and ongoing client reviews.
• Supporting compliance and adhering to industry regulations.

Experience:

• Previous experience in financial services or a similar financial services administrative role.
• Ideally, knowledge of financial products and services (e.g., pensions, investments, protection).
• Strong organisational skills and keen attention to detail.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office and CRM systems.
• Ability to work independently and as part of a team.
• A proactive approach and a willingness to learn.

How to Apply:

Please click to apply and send your CV.