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Financial Planning Administrator

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Liverpool team.

Our client is a modern, highly ethical and rewarding employer. They deal with private clients relating to their pensions, investments and other financial planning needs whilst ensuring financial security with their expert advice and guidance.

This is a hands on Administration role, working alongside experienced team members of Paraplanners and Financial Advisers. Overview of the role is detailed below:

  • Preparing client files for reviews
  • Preparing and submitting new business to providers
  • Undertaking research and some report writing
  • Liaising with adviser and clients to ensure excellent service is delivered
  • Ensure all client documentation is correctly recorded
  • Check all systems and case notes are updated with progress
  • You will be the first point of contact for clients and resolve queries in a timely manner
  • Book additional appointments for advisers

Benefits of joining the business:

  • Flexible working - Office/Home/Hybrid
  • 25 days holiday and a day off for Birthday plus bank holidays - Holiday increase for years accrued
  • Annual salary review
  • Annual bonus
  • Share options
  • Staff awards
  • Study support for professional exams
  • Progression to Paraplanner if desired
  • DIS
  • Health Insurance
  • Pension

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

This role will undoubtedly suit an individual who has Financial Services background but looking to take the next step up in their career.

Our client is happy to consider career Administrators or should you wish to progress to Paraplanning, Operations or even Advising this is all available within the business.

Please note: Whilst home working is offered, you must be within a commutable distance to the Liverpool offices. 

Recruit Wealth has supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response


Location: Liverpool, Merseyside - Hybrid Working | Salary: 27000 - 31000 per | Job type: Permanent | Posted: 01/03/2023

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