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Wealth Management Assistant
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-01-11
Listing for:
Prestige Recruitment Group
Full Time
position Listed on 2026-01-11
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
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.
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