Client Services Administrator – Wealth Management

Location: Liverpool City Centre (Hybrid Working)

Salary: £25,000 - £28,000

A well-established wealth management practice in Liverpool City Centre is seeking a Client Services Administrator to support its advisory team. The firm works with high-net-worth individuals and business owners and offers a professional, supportive environment with clear progression opportunities.

The Role

• Provide administrative support to advisers
• Prepare client review packs, reports, and meeting documentation
• Produce post-meeting notes and follow-up correspondence
• Handle client and provider enquiries
• Manage advisers diaries
• Process new business and liaise with internal teams

Full training provided with scope for career development.

The Candidate

• Previous Financial Services administration experience
• Financial services experience desirable but not essential
• Strong customer service and communication skills
• Confident IT user (Microsoft 365, Excel, Word)
• Highly organised with strong attention to detail

This is an excellent opportunity for a Financial Services Administrator looking to build a career within wealth management.