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Financial Planning Admin & CRM Specialist

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Attivo
Part Time position
Listed on 2026-01-15
Job specializations:
  • Administrative/Clerical
    Business Administration
  • Finance & Banking
    Business Administration
Job Description & How to Apply Below
Position: Financial Planning Admin & CRM Specialist (Flexible Hours)

A leading financial planning firm in Liverpool is seeking a Financial Planning Administrator to support its team. In this role, you will manage new business submissions, process claims, and maintain accurate client records. Ideal candidates should have a strong background in financial administration with excellent organizational skills. This position offers a negotiable salary based on experience and various employee benefits, including private medical insurance and flexible working options.

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