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Client Reporting Specialist: Valuation & Packs

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Rathbone Brothers
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in Liverpool is seeking an Administrator for Client Reporting. The role includes producing client valuation and tax packs, managing emails, and producing reports while requiring excellent organizational skills and accuracy. Candidates should be self-motivated and willing to learn, with a good working knowledge of Microsoft Excel. The position offers a comprehensive remuneration package and benefits including pension and private medical insurance.
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