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Financial Adviser jobs in Maghull

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    • Experience within financial services, wealth management, pensions, banking or professional services.
    • Whether you have previous financial services experience or…
    • Supporting the preparation of accurate financial information, including financial reporting and statutory returns.
    • A practical approach to problem solving.
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    • Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior…
    • In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients…
    • This is a highly client-facing role, so you will need to be a confident communicator, who can handle a variety of queries clearly and sensitively.
    • Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc.
    • Possess excellent technical knowledge across a broad range of financial planning disciplines.
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    • RWinvest is a leading UK off-plan property investment company, helping clients identify and invest in high-quality buy-to-let opportunities across the UK.
    • This is an excellent opportunity for someone with a background in IFA, wealth management or financial planning administration who wants to build on their…
    • Knowledge of cashflow modelling and financial analysis tools.
    • Completing relevant calculations and financial analysis to support recommendations.
    • You’ll support clients and a team of experienced financial professionals, handling enquiries, coordinating appointments and client activity, maintaining…
    • Working alongside financial advisors and investment managers.
    • They are offering study support and a clear progression pathway in return for your expertise as…
    • You will be working alongside Financial Advisors, completing investment administration and liaising closely with a range of corporate clients.*.
    • Ensure best-practice financial controls are adhered to and continuously improved.
    • You’ll help ensure financial controls are maintained and adhered to,…
    • Preparing comprehensive financial reports and recommendations.
    • Conduct thorough research to support financial planning.
    • Level 4 Diploma in Financial Planning.

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Financial Services Administrator
Search Consultancy
·
3.4
Liverpool
Permanent
Apply now

Job details

Pay information not provided
Cycle to work scheme
Permanent
Monday to Friday
Liverpool

Full job description

Financial Services Administrator

  • Location: Liverpool City Centre
  • Salary: Competitive + Excellent Benefits
  • Hours: Monday to Friday, 9:00am - 5:00pm (35 hours per week)

Looking for your first step into Financial Services or ready for your next administrative challenge?

We are recruiting for a Financial Services Administrator to join a leading financial wellbeing and wealth management organisation based in the heart of Liverpool City Centre.

This is an excellent opportunity for an organised and detail-focused administrator who enjoys working in a fast-paced professional environment. You'll play a key role in supporting Financial Advisers and clients, ensuring the smooth administration of investment, pension and wealth management services.

Whether you have previous financial services experience or a strong administrative background and are looking to build a career within the industry, we'd love to hear from you.

What We're Looking For

We're looking for someone who is highly organised, proactive and enjoys delivering excellent customer service.

Essential Skills & Experience

  • Strong administrative experience within a professional office environment
  • Excellent attention to detail and accuracy
  • Strong written and verbal communication skills
  • Confident using Microsoft Office, including Word, Excel and Outlook
  • Ability to manage multiple priorities and work to deadlines
  • Strong organisational and time management skills
  • Professional and courteous telephone manner
  • Customer-focused approach with excellent relationship-building skills
  • Ability to work independently and as part of a team
  • Methodical and thorough approach to work

Desirable

  • Experience within financial services, wealth management, pensions, banking or professional services
  • Previous experience using CRM systems

What's in it for You?

The benefits of this role include:

  • A great office atmosphere
  • Outstanding training and development opportunities including industry qualifications
  • Full training and support given
  • The chance to join a progressive and ever expanding firm with clear career development
  • Work in a friendly environment with happy and loyal customers
  • Regular staff events
  • 25 days holiday
  • Cycle to work scheme
  • + much more!

Apply Today

If you're an organised administrator looking to join a respected financial services organisation where you can develop your skills and build a rewarding career, we'd love to hear from you.

Apply now with your CV to be considered for this exciting Financial Services Administrator opportunity in Liverpool City Centre.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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