Financial adviser Work, Jobs in Liverpool, Eng (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
8d
Debt adviser and Web chatter
Citizens Advice Lancashire West —Leyland
- £25,049.60 - £26,141.40 an hour
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Free parking
Quick apply
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
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
4d
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
8d
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Planning Administrator - 12-month FTC
Attivo Group —Liverpool
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Employee discount
- Referral programme
8d
Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
10d
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
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
5d
Global Financial Controller
Sinclair —Chester
- Hybrid work
- Accounting
- Leadership
- Tax experience
Trainee Mortgage Adviser
RGH‑Global Limited —Liverpool
- £27,500 a year
- Full-time
- Organisational skills
- Financial services
- Communication skills
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
10d
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
10d
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
5d
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
14h
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
13d
Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
14d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Wealth Management Administrator

RGH‑Global Limited
Liverpool

Apply Now

Job details

Full-time
£26,000 - £28,000 a year
8 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, eng

Wealth Management Administrator

Debt adviser and Web chatter

Trainee Mortgage Adviser

Moving and Handling Adviser

IFA Administrator

Financial Adviser (Chorley)

Financial Planning Administrator - 12-month FTC

Paraplanner

Client Administrator

Financial Adviser (Warrington)

Apprentice - Learning Support Administrator

Global Financial Controller

Trainee Mortgage Adviser

Head of Governance

Mortgage Support Coordinator - Full Training Provided

Information & Advice Adviser

Accountant

Graduate Financial Planning Programme 2026

Account Manager / Leasing Consultant

Client Administrator - Chester

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected