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Financial Planning Admin & CRM Specialist
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-01-15
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
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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