Back to top

Financial Services



Type of Position: Financial Planning Administrator
Pay: £20-25k

Financial Planning Administrator

Our client is looking for a talented financial advisor to join their team in Liverpool. You will be required to provide day-to-day administration support to the Operations team in order to provide our clients with excellent client service.

Key Responsibilities:

Prepare and package financial planning reports for the Financial Planners and their clients
Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
Liaise with product providers to obtain fees and charges on specific products
Obtain and assist with the completion of application/instruction forms and fact finds
Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
Uploading plan statements and other documents to client records following agreed naming conventions
Maintain accurate client information and record client interaction on the back office system
Assist with the onboarding process of new clients
Assist with the annual review process of existing clients
Any additional ad-hoc requests and support on company projects as and when required 

Candidate Specification:


Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools. 
Previous experience in an administration role. 
Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
Ability to consistently deliver within service standards.
Excellent organisational skills, flexible and proactive approach to getting the job done.
Strong interpersonal skills, both written and verbal communication.
Accuracy and attention to detail to balance demands of role.
Desire to learn and build skills and ability through Personal Development Plan.


Previous experience of working in similar role 
Previous experience of working within financial services
Experience of working in a small to medium sized financial services environment
Experience of working in an environment of significant change
Knowledge of Financial Services Industry

If you are interested in this position, please email your CV to   


Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.