Administrator - Financial Services

Administrator - Financial Services

Liverpool City Centre | Hybrid Working
Up to £30,000 DOE
Monday-Friday, 9am-5pm (35 hours per week) | Permanent

Are you an experienced Financial Services Administrator looking to take the next step in your career? This is a fantastic opportunity to join a respected wealth and financial planning organisation at a senior level, supporting a high-performing team and playing a key role in delivering exceptional client outcomes.

Working from modern offices in Liverpool city centre with the flexibility of hybrid working, this position offers both challenge and development in a supportive, collaborative environment.

The Role

As Senior Administrator, you will provide high-quality administrative and operational support to a busy Financial Planning team. You'll ensure processes run smoothly, client data is maintained accurately, and service delivery meets the highest professional standards.

Key Responsibilities

Deliver comprehensive administrative support across the full client lifecycle within Financial Planning.
Manage new business onboarding, client updates, amendments, and ongoing servicing.
Support fee processing, revenue monitoring and accurate reporting.
Maintain strong data quality controls and ensure adherence to regulatory and governance requirements.
Support and mentor colleagues as needed, contributing to a culture of learning and high performance.

About You

We're looking for someone who is confident, organised, and knowledgeable within the wealth or financial planning sector. You should enjoy working collaboratively, have strong attention to detail and be committed to delivering an outstanding service.

What's on Offer

Salary up to £30,000, depending on experience
Hybrid working (Liverpool city centre office)
Supportive team environment
Excellent exposure to the financial planning and wealth management landscape
Opportunities for professional development and progression
Excellent company benefits

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