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