Financial services administrator Work, Jobs in Liverpool, Eng (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Computer skills
- Financial services
- Flexible schedule
Collections Case Administrator
JB Leitch Ltd —Liverpool
- £24,454.04 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Quick apply
Mortgage Administrator
CRC Mortgages —Liverpool
- Up to £25,000 a year
- Part-time
- Hybrid work
- In-person
- Communication skills
- Free parking
Quick apply
Facilities Services Administrator
Alfred H Knight Group —Liverpool
- Full-time
- Front desk
- Communication skills
- Time management
- Employee assistance programme
Quick apply
9d
Lettings Accounts Administrator
Collective Property Co —Liverpool
- From £13.50 an hour
- Part-time
- Organisational skills
- In-person
- Communication skills
- Flexitime
Quick apply
1d
Divisional Accounting Assistant - Financial Management
Liverpool University Hospitals NHS Foundation Trust —Liverpool
- £32,073 - £39,043 a year
- Full-time
- Rehabilitation centre
- Budgeting
2d
Part-time Accounts & Business Operations Administrator
Celtic Fire Security —Birkenhead
- Part-time
- QuickBooks
- Organisational skills
- Communication skills
Quick apply
Office Administrator – Liverpool (2 vacancies)
S. Norton —Liverpool
- £11 - £13 an hour
- Full-time
- Computer literacy
- Organisational skills
- Computer skills
11d
Administrator
Hoxton Wealth —Liverpool
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Writing skills
- Organisational skills
- Computer skills
- Store discount
- Health & wellbeing programme
Quick apply
Business Administrator - Trade Finance Team
The Access Bank UK —Northwich
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Typing
- Employee assistance programme
Quick apply
Financial Services Administrator
Countrywide Financial Solutions —Lytham
- Up to £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Finance Administrator
South Liverpool Homes —Liverpool
- £27,635.00 - £27,635.82 a year
- Full-time
- Hybrid work
- Communication skills
6d
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Communication skills
- Annual leave
Project Controls Administrator - Aberdeen
Altrad —Warrington
- Microsoft Word
- Administrative experience
- Continuous improvement
Quick apply
Warranty Administrator
Lookers —Liverpool
- £28,000 a year
- Full-time
- Organisational skills
- Annual leave
Quick apply
Customer Service Administrator
Equiniti —Liverpool
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Operations Supply Chain Administrator
Sherwin-Williams —Connah's Quay
- Full-time
3h
Mortgage Operations Administrator
Placing Faces —Warrington
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
- Free parking
- Annual leave

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financial services administrator jobs near liverpool, eng

Wealth Management Administrator

RGH‑Global Limited
Liverpool

Apply Now

Job details

Full-time
£26,000 - £28,000 a year

Benefits

Company pension
Flexible schedule

Qualifications

CRM software
Client engagement
Administrative support experience
Microsoft Office Suite
Administrative and business operations experience
Computer skills
Financial services
Communication skills
Time management
Office experience

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 services administrator jobs in liverpool, eng

Wealth Management Administrator

Collections Case Administrator

Mortgage Administrator

Facilities Services Administrator

Lettings Accounts Administrator

Divisional Accounting Assistant - Financial Management

Part-time Accounts & Business Operations Administrator

Office Administrator – Liverpool (2 vacancies)

Administrator

IFA Administrator

Business Administrator - Trade Finance Team