Financial adviser Work, Jobs in Liverpool (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- IT
- Flexible schedule
7d
Trainee Mortgage Adviser
The New Homes Group —Liverpool
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Financial Planning Administrator - 12-month FTC
Attivo Group —Liverpool
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
7d
Moving and Handling Adviser
Wrexham County Borough Council —Wrexham
- £31,537 - £33,143 a year
- Hybrid work
- Bilingual
- English
- IT
- Annual leave
- Employee assistance programme
3d
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
9d
Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Employee discount
- Referral programme
7d
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Global Financial Controller
Sinclair —Chester
- Hybrid work
- Accounting
- Leadership
- Tax experience
Apprentice - Learning Support Administrator
Cheshire College South and West —Ellesmere Port
- £15,392 - £24,784 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
- Free parking
- Annual leave
4d
Head of Governance
St Joseph Catholic Multi Academy Trust —Liverpool
- £56,673 - £65,084 an hour
- Full-time
- Hybrid work
- Organisational skills
- School
Quick apply
9d
Mortgage Support Coordinator - Full Training Provided
Express Mortgage Services —Wigan
- From £26,106 a year
- Full-time
- Customer service
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
9d
Trainee Mortgage Adviser
RGH‑Global Limited —Liverpool
- £27,500 a year
- Full-time
- Organisational skills
- Financial services
- Communication skills
Account Manager / Leasing Consultant
Fleetprices Ltd —Manchester
- £25,000 - £75,000 a year
- Full-time
- Sales
- Business development
- In-person
- Employee discount
- Referral programme
Quick apply
12d
Information & Advice Adviser
Age UK Lancashire —Lytham St. Annes
- £25,753 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee assistance programme
Accountant
Hoxton Wealth —Liverpool
- Sales
- Accounting
- QuickBooks
Quick apply
4d
Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
12d
Consulting Technical Assistant Manager / Supervisor
RSM UK —Liverpool
- Full-time
- Travel
- Accounting
- Organisational skills
Senior Manager, Direct Tax
Bristol-Myers Squibb —Chester
- Up to £86,000 a year
- Full-time
- Hybrid work
- Travel
- Accounting
- In-person

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Wealth Management Administrator

RGH‑Global Limited
Liverpool

Apply Now

Job details

Full-time
£26,000 - £28,000 a year
7 days ago

Benefits

Company pension
Flexible schedule

Qualifications

Customer service
Administrative experience
IT
Financial services
Communication skills
Time management

Full job description

Wealth Management Admin – Liverpool (Hybrid)

Job Type: Full-time or Part-time (min. 25 hours per week)
Salary: £26,000 – £28,000 per year
Location: Liverpool (Hybrid working available)

A well‑established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced administrator to develop their career within a fast‑paced, client‑focused financial services environment.

The practice consists of a small team of financial advisers supported by an experienced administration function. They specialise in providing high‑quality financial planning services to high‑net‑worth individuals and successful business owners.

The Role

As a Wealth Management Assistant, you will provide essential support to advisers and clients, covering a wide range of administrative and operational duties, including:

Delivering comprehensive administrative support to advisers and wider colleagues
Managing and preparing key data for client reports and portfolio reviews
Producing meeting packs and writing follow‑up client meeting notes
Handling client and provider enquiries via phone, email, and letter
Managing and updating the Practices CRM system
Diary management for senior team members
Processing new business and liaising with relevant external administration teams
Ensuring the smooth day‑to‑day running of the practice through proactive organisation and attention to detail

Full training is provided, with clear opportunities for progression and professional development.

The Person

The ideal candidate will have:

Previous experience within an administrative or office support role
Financial services experience (Wealth Management, IFA, etc.) – desirable but not essential
Excellent customer service skills and the confidence to build strong client relationships
Strong IT skills, including Microsoft 365 and the ability to learn new systems quickly
High attention to detail and strong problem‑solving abilities
Excellent written and verbal communication skills
Strong organisational and time‑management capabilities
A professional, discreet, and proactive approach

Benefits

Competitive salary: £26,000–£28,000
Flexible working hours (25–35 hours per week)
Hybrid working
Company pension
Long‑term career development within a respected wealth management environment

If you are an organised, proactive administrator looking to grow your career in a professional and supportive wealth management setting, we would love to hear from you.

Apply Now

Refine Your Search

financial adviser jobs in liverpool

Wealth Management Administrator

Trainee Mortgage Adviser

Financial Planning Administrator - 12-month FTC

Financial Adviser (Chorley)

IFA Administrator

Moving and Handling Adviser

Client Administrator

Paraplanner

Financial Adviser (Warrington)

Global Financial Controller

Apprentice - Learning Support Administrator

Head of Governance

Mortgage Support Coordinator - Full Training Provided

Trainee Mortgage Adviser

Account Manager / Leasing Consultant

Information & Advice Adviser

Accountant

Client Administrator - Chester

Consulting Technical Assistant Manager / Supervisor

Senior Manager, Direct Tax

I want to receive the latest job alerts for financial adviser in liverpool

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