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Financial Services



Type of Position: Client Services Administrator - Liverpool
Pay: £24k - £28k

Client Services Administrator - Liverpool

We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with effective communication and interpersonal skills, who can work independently or as part of a team. You will be expected to sometimes work towards tight deadlines so you must be able to work within pressured environments.



·       Diary management to include booking and preparing for adviser meetings

·       Answering telephone and dealing with post in/out

·       Liaise with third parties, process new business enquiries, and following up with providers for funds and information 

·       Provide a high level of administrative support while maintaining an excellent level of communication with the team around you 

·       Preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action points 

·       Submitting new business and fund transfers using bespoke software 

·       Carrying out fund switches and financial calculations for clients using specific systems and processes 

·       To deliver the highest standard of client care both internally and externally.

·       Provide administrative support to the Advisers, including detailed meeting pack preparation, business submission, client requests, etc

·       Liaison with providers

·       To organise and host office visits and events, including coordinating the briefing and material

·       Maintain accurate records of client correspondences using CRM systems

·       Accurately update internal database systems



·       Previous experience working within the financial services industry

·       IFA experience (desirable but not essential)

·       Previous secretarial or administrative experience

·       Microsoft Office and Outlook

·       Use of Salesforce (desirable but not essential)


If you would be interested in applying for this position then please submit a copy of your CV to 

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