Financial Planning Administrator
3 days ago
Liverpool
Financial Planning Administrator – Financial Services Location: Liverpool (Hybrid Working Available) Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type: Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele. About the Role: As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant. Key Responsibilities: • Provide administrative support to Financial Planners, • Maintain accurate client records and update internal systems, • Liaise with clients and third-party providers to gather and process information, • Prepare valuations, meeting packs, and documentation, • Assist with new business onboarding, including AML and account setup, • Promote and support use of digital tools with clients, • Identify and report any risks or breaches in line with company policy About You: • 2+ years’ experience in a financial services administrative role, • Excellent organisational and communication skills, • Client-focused and detail-oriented, • Comfortable managing multiple tasks and meeting deadlines, • Proficient in Microsoft Office and back-office systems, • Degree educated preferred, but not essential, • Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning Benefits Include: • Private Medical Insurance, • Group Life Assurance (4x salary), • Group Income Protection, • Pension scheme with employer contributions, • Generous holiday allowance with option to purchase additional days, • Fully funded professional development, including exams, memberships, and study materials, • Cycle to Work Scheme & Season Ticket Loan, • Health Cash Plan, Gym Discounts, Will Writing, and more, • Annual discretionary bonus This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch