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 will involve the following: 

• Work alongside Financial Advisors.
• Support with Financial Planning administration and work alongside the Financial administration team.
• Coordinate client meetings and input data.
• Process new business paperwork to timescales.

Experience needed:

• Currently working or previously worked within Financial Planning or an IFA Practice.
• Ideally worked on Financial Planning back office systems experience but not essential.
• Started to study industry qualifications or partway through.

I can talk more about this Liverpool, Merseyside based Financial Planning firm in more detail.

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